Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$363K
- Health$344K
- Other$36K
- Life$26K
- Short-term disability$26K
- Vision$7K
Sponsor portfolio
CLERMONT MANAGEMENT, LLC
EIN 01-0726541Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
1
$116K assets
Welfare
1
$407K premiums
Participants
324
5000 LEGACY DR. SUITE 210 - PLANO, TX 75024972-689-9143
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $407K premiums / 170 covered livesCarrier market share
Premium dollars by Schedule A carrier
85%top
- BLUE CROSS OF CALIFORNIA85%
- AMERICAN UNITED LIFE INSURANCE COMPANY6%
- EDUCATORS MUTUAL PLANS LIFE, ACCIDENT AND HEALTH, INC5%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY2%
- VISION SERVICE PLAN2%
Broker market share
Schedule A broker compensation
100%top
- HIGGINBOTHAM INS AGENCY INC100%
- JUND BRIAN EDWARD0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CLERMONT MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$116K
Participants154
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CLERMONT MANAGEMENT LLC WRAP PLAN
Mixed - HEALTH CARE SERVICE CORPORATION
Premiums$407K
Covered lives170
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CLERMONT MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $116K | 154 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CLERMONT MANAGEMENT LLC WRAP PLAN | Mixed | HEALTH CARE SERVICE CORPORATION | $407K | 170 | 2025 |
Retirement plans
Welfare plans