PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ED STAUB & SONS PETROLEUM, INC.
Sponsor portfolio

ED STAUB & SONS PETROLEUM, INC.

EIN 94-2644690-Latest filing 2025
Plans
2
Retirement
1
$31.5M assets
Welfare
1
$1.2M premiums
Participants
1,099
1301 ESPLANADE - KLAMATH FALLS, OR 97601541-887-8928
Plans on this EIN
2 filings
#001401k-$31.5M - 411 part#501Mixed-$1.2M - 688 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 688 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$968K
  • Short-term disability$968K
  • Long-term disability$968K
  • Other$968K
  • Dental$232K
Total $1.2M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • SYMETRA LIFE INSURANCE COMPANY81%
  • SUN LIFE ASSURANCE COMPANY OF CANADA19%
Total $1.2M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
Total $84K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ED STAUB & SONS PETROLEUM INC. 401(K) PROFIT SHARING PLAN

401k

Assets$31.5M
Participants411
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ED STAUB & SONS PETROLEUM, INC. 125 CAFETERIA PLAN

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$1.2M
Covered lives688
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ED STAUB & SONS PETROLEUM INC. 401(K) PROFIT SHARING PLAN401k$31.5M4112024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ED STAUB & SONS PETROLEUM, INC. 125 CAFETERIA PLANMixedSYMETRA LIFE INSURANCE COMPANY$1.2M6882025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica