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Sponsor portfolio

OIL WELL SERVICES

EIN 95-1062955-oil & energy-Latest filing 2025
Plans
3
Retirement
2
$25.0M assets
Welfare
1
$1.4M premiums
Participants
442
1241 E BURNETT STREET - SIGNAL HILL, CA 90755562-595-4501ows1.comLinkedIn1-10 employeesoil & energy
Plans on this EIN
3 filings
#003ESOP-$20.1M - 237 part#002401k-$4.9M - 124 part#501Fully Insured-$1.4M - 155 lives

Retirement portfolio analytics

2 plans aggregated / $25.0M assets / 361 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • EMPLOYEE STOCK OWNERSHIP (#003)80%
  • CO. EMPLOYEES 401(K) (#002)20%
Total $25.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
80%top
  • (Not disclosed)80%
  • JOHN HANCOCK LIFE INSURANCE COMPANY20%
Total $25.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#003)237
  • CO. EMPLOYEES 401(K) (#002)124
Total 361Click row to drill in

Benefits portfolio analytics

1 plan / $1.4M premiums / 155 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Prescription drug$1.3M
  • Dental$73K
  • Life$12K
  • Other$12K
Total $1.4M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • KAISER FOUNDATION HEALTH PLAN INC94%
  • AMERITAS LIFE INSURANCE CORP.5%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
  • SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION1%
Total $1.4M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $56K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

OIL WELL SERVICE CO. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$20.1M
Participants237
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

OIL WELL SERVICE CO. EMPLOYEES 401(K) PLAN

401k

Assets$4.9M
Participants124
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OIL WELL SERVICES WELFARE BENEFITS PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$1.4M
Covered lives155
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003OIL WELL SERVICE CO. EMPLOYEE STOCK OWNERSHIP PLANESOP$20.1M2372024
002OIL WELL SERVICE CO. EMPLOYEES 401(K) PLAN401k$4.9M1242024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OIL WELL SERVICES WELFARE BENEFITS PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC.$1.4M1552025
Retirement plans
Welfare plans
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