Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$219K
- Life$212K
- Long-term disability$151K
- Short-term disability$61K
Sponsor portfolio
PETRO 49, INC.
EIN 92-0037645real estateLatest filing 2024
Plans
2
Retirement
1
$35.4M assets
Welfare
1
$219K premiums
Participants
688
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $219K premiums / 182 covered livesCarrier market share
Premium dollars by Schedule A carrier
55%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY55%
- UNUM LIFE INSURANCE COMPANY OF AMERICA28%
- USABLE LIFE14%
- MAGELLAN HEALTHCARE2%
- NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA1%
Broker market share
Schedule A broker compensation
68%top
- ACRISURE LLC68%
- GROUP BENEFITS LTD16%
- CONNEXION INSURANCE SOLUTIONS7%
- ANGELA MAY RAMIREZ4%
- PAMELA WHITFIELD3%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PETRO 49, INC. PROFIT SHARING AND 401(K) PLAN
401k
Assets$35.4M
Participants506
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
PETRO 49 & SHORESIDE PETROLEUM HEALTH AND WELFARE PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$219K
Covered lives182
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PETRO 49, INC. PROFIT SHARING AND 401(K) PLAN | 401k | $35.4M | 506 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | PETRO 49 & SHORESIDE PETROLEUM HEALTH AND WELFARE PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $219K | 182 | 2024 |
Retirement plans
Welfare plans