Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.2M
- Dental$4.2M
- Other$290K
- Life$283K
- Short-term disability$283K
- Long-term disability$283K
- +1 more
Sponsor portfolio
QB ENERGY MANAGEMENT, LLC
EIN 99-3884505Latest filing 2025
Plans
2
Retirement
1
$36.9M assets
Welfare
1
$4.5M premiums
Participants
549
1001 17TH STREET, SUITE 1600 - DENVER, CO 80202303-565-4603
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.5M premiums / 248 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- UNITEDHEALTHCARE INSURANCE COMPANY93%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY6%
- VISION SERVICE PLAN1%
- MINES & ASSOCIATES0%
Broker market share
Schedule A broker compensation
100%top
- IMA, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
QB ENERGY 401(K) PLAN
401k
Assets$36.9M
Participants331
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
QB ENERGY MANAGEMENT, LLC WRAP PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$4.5M
Covered lives248
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | QB ENERGY 401(K) PLAN | 401k | $36.9M | 331 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | QB ENERGY MANAGEMENT, LLC WRAP PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $4.5M | 248 | 2025 |
Retirement plans
Welfare plans