Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.2M
- Prescription drug$2.2M
- Life$132K
- Long-term disability$132K
- Other$132K
- Dental$109K
- +1 more
Sponsor portfolio
TACENERGY, LLC
EIN 87-4665900oil & energyLatest filing 2024
Plans
2
Retirement
1
$60.2M assets
Welfare
1
$2.5M premiums
Participants
794
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.5M premiums / 285 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- BLUE CROSS OF CALIFORNIA89%
- STANDARD INSURANCE COMPANY5%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY4%
- METROPOLITAN LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TAC RETIREMENT PLAN
ProfitSharing
Assets$60.2M
Participants636
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TACENERGY, LLC CAFETERIA PLAN
Mixed - BLUE CROSS BLUE SHIELD OF TEXAS
Premiums$2.5M
Covered lives285
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TAC RETIREMENT PLAN | ProfitSharing | $60.2M | 636 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TACENERGY, LLC CAFETERIA PLAN | Mixed | BLUE CROSS BLUE SHIELD OF TEXAS | $2.5M | 285 | 2024 |
Retirement plans
Welfare plans