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  2. DISCOVERY ENERGY, LLC
Sponsor portfolioTH

DISCOVERY ENERGY, LLC

EIN 99-0486805-Manufacturing-Latest filing 2024
Plans
8
Retirement
3
$270.7M assets
Welfare
5
$2.1M premiums
Participants
4,464
200 TWIN OAKS ROAD - KOHLER, WI 53044414-217-6500
Plans on this EIN
8 filings
#001401k-$177.6M - 1,332 part#002401k-$81.4M - 1,339 part#003TraditionalDB-$11.6M - 1,793 part#503Fully Insured-$755K - 0 lives#501Fully Insured-$579K - 4,027 lives#502Fully Insured-$437K - 3,964 lives#504Fully Insured-$310K - 1,816 lives#505Fully Insured-$35K - 1,958 lives

Retirement portfolio analytics

3 plans aggregated / $270.7M assets / 4,464 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • FOR ADMINISTRATIVE ASSOCIATES (#001)66%
  • ENERGY 401(K) Savings (#002)30%
  • DISCOVERY ENERGY PENSION (#003)4%
Total $270.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DISCOVERY ENERGY PENSION (#003)1,793
  • ENERGY 401(K) Savings (#002)1,339
  • FOR ADMINISTRATIVE ASSOCIATES (#001)1,332
Total 4,464Click row to drill in

Benefits portfolio analytics

5 plans / $2.1M premiums / 11,765 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$782K
  • Short-term disability$755K
  • Long-term disability$755K
  • Dental$479K
  • Life$437K
  • Vision$99K
Total $2.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
36%top
  • SYMETRA LIFE INSURANCE COMPANY36%
  • DELTA DENTAL OF CALIFORNIA23%
  • METROPOLITAN LIFE INSURANCE COMPANY21%
  • RELIASTAR LIFE INSURANCE COMPANY15%
  • EYEMED VISION CARE5%
  • +2 more
Total $2.1M7 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • LOCKTON COMPANIES, LLC93%
  • AON CONSULTING INC7%
Total $246K2 slices

Plan deep-dives

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

DISCOVERY ENERGY 401(K) SAVINGS PLAN FOR ADMINISTRATIVE ASSOCIATES

401k

Assets$177.6M
Participants1,332
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

DISCOVERY ENERGY 401(K) SAVINGS PLAN

401k

Assets$81.4M
Participants1,339
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

DISCOVERY ENERGY PENSION PLAN

TraditionalDB

Assets$11.6M
Participants1,793
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

DISCOVERY ENERGY, LLC DBA REHLKO SYMETRA PLAN

Fully Insured - SYMETRA LIFE INSURANCE COMPANY

Premiums$755K
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

DISCOVERY ENERGY, LLC DBA REHLKO HEALTH PLAN

Fully Insured - DELTA DENTAL OF WISCONSIN

Premiums$579K
Covered lives4,027
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

DISCOVERY ENERGY, LLC DBA REHLKO METLIFE PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$437K
Covered lives3,964
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

DISCOVERY ENERGY, LLC DBA REHLKO VOYA PLAN

Fully Insured - RELIASTAR LIFE INSURANCE COMPANY

Premiums$310K
Covered lives1,816
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

DISCOVERY ENERGY, LLC DBA REHLKO EAP PLAN

Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$35K
Covered lives1,958
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001DISCOVERY ENERGY 401(K) SAVINGS PLAN FOR ADMINISTRATIVE ASSOCIATES401k$177.6M1,3322024
002DISCOVERY ENERGY 401(K) SAVINGS PLAN401k$81.4M1,3392024
003DISCOVERY ENERGY PENSION PLANTraditionalDB$11.6M1,7932024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
503DISCOVERY ENERGY, LLC DBA REHLKO SYMETRA PLANFully InsuredSYMETRA LIFE INSURANCE COMPANY$755K02024
501DISCOVERY ENERGY, LLC DBA REHLKO HEALTH PLANFully InsuredDELTA DENTAL OF WISCONSIN$579K4,0272024
502DISCOVERY ENERGY, LLC DBA REHLKO METLIFE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$437K3,9642024
504DISCOVERY ENERGY, LLC DBA REHLKO VOYA PLANFully InsuredRELIASTAR LIFE INSURANCE COMPANY$310K1,8162024
505DISCOVERY ENERGY, LLC DBA REHLKO EAP PLANFully InsuredUNITED HEALTHCARE INSURANCE COMPANY$35K1,9582024
Retirement plans
Welfare plans
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