Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WORTH ROSS MANAGEMENT COMPANY, INC
EIN 03-0380975Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
5
Retirement
2
$12.0M assets
Welfare
3
$2.4M premiums
Participants
1,610
6565 N. MACARTHUR BLVD.,, SUITE 420 - IRVING, TX 75039855-435-4596
Retirement portfolio analytics
2 plans aggregated / $12.0M assets / 644 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
99%top
- SOVEREIGN INVESTMENT ADVISORS99%
- (Not disclosed)1%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $2.4M premiums / 1,413 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.1M
- Dental$2.1M
- Vision$2.1M
- Life$218K
- Short-term disability$218K
- Long-term disability$218K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
100%top
- UNITED HEALTHCARE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WORTH ROSS 401(K) PLAN
401k
Assets$11.9M
Participants640
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WORTH ROSS MANAGEMENT COMPANY RETIREMENT PLAN
401k
Assets$162K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WORTH ROSS HEALTH AND WELFARE PLAN
Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY
Premiums$2.1M
Covered lives486
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
WORTH ROSS ANCILLARY BENEFITS PLAN
Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY
Premiums$218K
Covered lives460
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
WORTH ROSS EMPLOYEE ASSISTANCE PROGRAM
Fully Insured - CURALINC, LLC. DBA CURALINC HEALTHCARE
Premiums$8K
Covered lives467
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WORTH ROSS 401(K) PLAN | 401k | $11.9M | 640 | 2025 | |
| 002 | WORTH ROSS MANAGEMENT COMPANY RETIREMENT PLAN | 401k | $162K | 4 | 2025 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WORTH ROSS HEALTH AND WELFARE PLAN | Fully Insured | UNITED HEALTHCARE INSURANCE COMPANY | $2.1M | 486 | 2025 | |
| 502 | WORTH ROSS ANCILLARY BENEFITS PLAN | Fully Insured | UNITED HEALTHCARE INSURANCE COMPANY | $218K | 460 | 2025 | |
| 503 | WORTH ROSS EMPLOYEE ASSISTANCE PROGRAM | Fully Insured | CURALINC, LLC. DBA CURALINC HEALTHCARE | $8K | 467 | 2024 |
Retirement plans
Welfare plans