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Sponsor portfolioWelfare / HealthEIN 38-4102944
CITIZEN ENERGY MANAGEMENT, LLC
320 BOSTON AVENUE S · TULSA, OK 74103
9189494680
- Plans filed
- 3
- Years active
- 2022–2025
- Industry
- NAICS 21
- Latest filing
- 2025
Total premiums (latest)
$1.5M
No prior year
Persons covered
102
No prior year
Total participants
32
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #501$1.5M
CITIZEN ENERGY MANAGEMENT, LLC EMPLOYEE BENEFIT PLAN
Fully insured102 covered·3 carriers
Primary: BLUECROSS BLUESHIELD OF OKLAHOMA
Plan #502$194K
CITIZEN ENERGY MANAGEMENT, LLC EMPLOYEE DENTAL BENEFIT PLAN
Fully insured127 covered·1 carrier
Primary: DELTA DENTAL
Plan #503$22K
CITIZEN ENERGY MANAGEMENT, LLC EMPLOYEE VISION BENEFIT PLAN
Fully insured382 covered·1 carrier
Primary: FIDELITY SECURITY LIFE INSURANCE COMPANY
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $1.3M | 90.4% | |
| Dental | $128K | 8.6% | |
| Vision | $13K | 0.9% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 361236610 | H | $1.3M | 90.4% | 1 | 1 | 102 |
EIN 237322578 | D | $128K | 8.6% | 1 | 1 | 36 |
EIN 430949844 | V | $13K | 0.9% | 1 | 1 | 102 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC | HOUSTON, TX | DELTA DENTAL, BLUECROSS BLUESHIELD OF OKLAHOMA | $78K | $0 | $78K | 94.2% | 1 |
| MARSH & MCLENNAN AGENCY LLC | CHARLOTTE, NC | BLUECROSS BLUESHIELD OF OKLAHOMA | $5K | $0 | $5K | 5.8% | 1 |
History & trajectory
4 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan