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Sponsor portfolioWelfare / HealthEIN 99-3884505

QB ENERGY MANAGEMENT, LLC

1001 17TH STREET, SUITE 1600 · DENVER, CO 80202
3035654603
Plans filed
1
Years active
2024–2025
Industry
NAICS 21
Latest filing
2025
Total premiums (latest)
$4.5M
No prior year
Persons covered
248
No prior year
Total participants
218
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$4.5M
QB ENERGY MANAGEMENT, LLC WRAP PLAN
Fully insured248 covered·4 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$4.2M43.9%
Dental$4.2M43.9%
Other$290K3.0%
Life$283K3.0%
Short-term disability$283K3.0%
Long-term disability$283K3.0%
Vision$38K0.4%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HD
$4.2M92.8%11118
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$283K6.2%11214
VISION SERVICE PLAN
EIN 061227840
V
$38K0.8%11196
MINES & ASSOCIATES
EIN 841028610
Oth
$7K0.2%11248

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
IMA, INC.WICHITA, KSTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, VISION SERVICE PLAN, UNITEDHEALTHCARE INSURANCE COMPANY$136K$17K$153K100.0%1

History & trajectory

2 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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