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Sponsor portfolioWelfare / HealthEIN 94-2644690

ED STAUB & SONS PETROLEUM, INC.

1301 ESPLANADE · KLAMATH FALLS, OR 97601
5418878928
Plans filed
1
Years active
2016–2025
Industry
NAICS 42
Latest filing
2025
Total premiums (latest)
$1.2M
No prior year
Persons covered
688
No prior year
Total participants
688
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.2M
ED STAUB & SONS PETROLEUM, INC. 125 CAFETERIA PLAN
Mixed688 covered·2 carriers
Primary: SYMETRA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$968K23.6%
Short-term disability$968K23.6%
Long-term disability$968K23.6%
Other$968K23.6%
Dental$232K5.7%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SYMETRA LIFE INSURANCE COMPANY
EIN 910742147
LSTDLTDOth
$968K80.6%11688
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
D
$232K19.4%11358

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ALLIANT INSURANCE SERVICES, INC.SPOKANE, WASYMETRA LIFE INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA$59K$25K$84K100.0%1

History & trajectory

10 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
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