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  2. Worth Ross Management Company, Inc
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
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Filings through Oct 24, 2026.

Worth Ross Management Company, Inc

EIN 03-0380975-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
5
Retirement
2
$12.0M assets
Health & Benefits
3
$2.4M premiums
Participants
1,610
6565 N. MACARTHUR BLVD.,, SUITE 420 - IRVING, TX 75039855-435-4596
Plans on this EIN
5 filings
#001401(k)-$11.9M - 640 part#002401(k)-$162K - 4 part#501Fully insured-$2.1M - 486 lives#502Fully insured-$218K - 460 lives#503Fully insured-$8K - 467 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.

Retirement portfolio analytics

2 plans aggregated / $12.0M assets / 644 participants

Assets by plan

Share of aggregate retirement assets

  • WORTH ROSS 401(K) (#001)$11.9M
  • COMPANY RETIREMENT PLAN (#002)$162K
Total $12.0MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • SOVEREIGN WEALTH ADVISORS LLC$11.9M
  • (Not disclosed)$162K
Total $12.0MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • WORTH ROSS 401(K) (#001)640
  • COMPANY RETIREMENT PLAN (#002)4
Total 644Select a row to open it

Benefits portfolio analytics

3 plans / $2.4M premiums / 1,413 covered lives

Coverage 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
Total $2.4M7 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

WORTH ROSS 401(K) PLAN

401(k)

Assets$11.9M
Participants640
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

WORTH ROSS MANAGEMENT COMPANY RETIREMENT PLAN

401(k)

Assets$162K
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

WORTH ROSS HEALTH AND WELFARE PLAN

Fully insured - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$2.1M
Covered lives486
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

WORTH ROSS ANCILLARY BENEFITS PLAN

Fully insured - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$218K
Covered lives460
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503

WORTH ROSS EMPLOYEE ASSISTANCE PROGRAM

Fully insured - CURALINC, LLC. DBA CURALINC HEALTHCARE

Premiums$8K
Covered lives467
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001WORTH ROSS 401(K) PLAN401(k)$11.9M6402025
#002WORTH ROSS MANAGEMENT COMPANY RETIREMENT PLAN401(k)$162K42025
  • WORTH ROSS 401(K) PLAN$11.9M
    #001 · 401(k) · 2025640
  • WORTH ROSS MANAGEMENT COMPANY RETIREMENT PLAN$162K
    #002 · 401(k) · 20254

Health & Benefits plans

3 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501WORTH ROSS HEALTH AND WELFARE PLANFully insuredUNITED HEALTHCARE INSURANCE COMPANY$2.1M4862025
#502WORTH ROSS ANCILLARY BENEFITS PLANFully insuredUNITED HEALTHCARE INSURANCE COMPANY$218K4602025
#503WORTH ROSS EMPLOYEE ASSISTANCE PROGRAMFully insuredCURALINC, LLC. DBA CURALINC HEALTHCARE$8K4672024
  • WORTH ROSS HEALTH AND WELFARE PLAN$2.1M
    #501 · Fully insured · UNITED HEALTHCARE INSURANCE COMPANY · 2025486
  • WORTH ROSS ANCILLARY BENEFITS PLAN$218K
    #502 · Fully insured · UNITED HEALTHCARE INSURANCE COMPANY · 2025460
  • WORTH ROSS EMPLOYEE ASSISTANCE PROGRAM$8K
    #503 · Fully insured · CURALINC, LLC. DBA CURALINC HEALTHCARE · 2024467
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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