Form 5500 · Employee benefit plan · HOUSTON, TX
NATIONAL OILWELL VARCO
The filing calls this plan NOV GROUP WELFARE PLAN.
Public Form 5500 records show how NATIONAL OILWELL VARCO of HOUSTON, TX, a manufacturing employer, structures its employee benefits. Its broker of record is MCGRIFF INSURANCE SERVICES, INC.. Coverage is written through BLUECROSS BLUESHIELD OF ILLINOIS and 8 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 76-0488987 · plan 571 · plan year 2024, filed Oct 13, 2025
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4,208 other employer plans in Texas have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.
Benefits declared on this filing
Also declared: other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 9 insured contracts covering health, dental, vision, life, disability and stop-loss; the largest, with BLUECROSS BLUESHIELD OF ILLINOIS, covers 23,180 people.
The filing lists a stop-loss contract. On its own that does not settle whether the plan pays its own claims.
Reported premium across the insured contracts is $111,732,952, with $761,503 in disclosed broker commissions — about 0.7% of premium.
The health contract's policy period ended in December, while at least one ancillary line's policy period ended in July. The plan is on a split renewal cycle.
MCGRIFF INSURANCE SERVICES, INC. is the broker of record on 4 of the 9 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| METROPOLITAN LIFE INSURANCE COMPANY | Health, Life | 19,823 | Jan 1, 2025 | $7,934,769 | $343,231 |
| BLUECROSS BLUESHIELD OF ILLINOIS | Health | 23,180 | Jan 1, 2025 | $93,929,293 | $155,702 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 13,122 | Jan 1, 2025 | $5,620,011 | $96,439 |
| CHUBB EUROPEAN GROUP SE | — | 35,521 | Aug 1, 2024 | $457,095 | $72,912 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health, Dental, Vision | 1,701 | Jan 1, 2025 | $1,479,723 | $40,234 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Stop-loss | 9,633 | Jan 1, 2025 | $780,931 | $35,863 |
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | Disability | 47 | Jan 1, 2025 | $47,121 | $9,384 |
| DELAWARE AMERICAN LIFE INSURANCE OF AMERICA | Life, Disability | 432 | Jan 1, 2025 | $236,381 | $7,738 |
| VISION SERVICE PLAN | Vision | 8,878 | Jan 1, 2025 | $1,247,628 | $0 |
Premium and claims on these contracts
BLUECROSS BLUESHIELD OF ILLINOIS, contract 409928. For the contract year on this filing, the carrier reported $93,929,293 in premium earned and $90,479,137 in claims incurred. Dividing one by the other gives 96%.
VISION SERVICE PLAN, contract 110163. For the contract year on this filing, the carrier reported $1,247,628 in premium earned and $1,150,442 in claims incurred. Dividing one by the other gives 92%.
- BLUECROSS BLUESHIELD OF ILLINOIS, contract 409928 reported $3,450,157 in retention.
- VISION SERVICE PLAN, contract 110163 reported $97,186 in retention.
Retention is what the carrier kept of the premium after claims, as reported: administration, commissions and other charges.
Only experience-rated contracts report these figures, so most filings leave them blank.
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.
Reported to OSHA
Reported to OSHA for 2025: 1,424 employees, 10 recordable cases, 47 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
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