Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.3M
- Dental$3.3M
- Prescription drug$3.3M
- Life$108K
- Long-term disability$108K
- Other$108K
- +1 more
Sponsor portfolio
TOLLESON WEALTH MANAGEMENT, INC.
EIN 03-0430021financial servicesLatest filing 2024
Plans
2
Retirement
1
$34.7M assets
Welfare
1
$3.4M premiums
Participants
505
5500 PRESTON ROAD, SUITE 250 - DALLAS, TX 75205214-252-3250tollesonwealth.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.4M premiums / 430 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- BLUE CROSS OF CALIFORNIA96%
- HARTFORD LIFE AND ACCIDENT3%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, 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
TOLLESON WEALTH MANAGEMENT 401(K) PLAN
401k
Assets$34.7M
Participants290
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TOLLESON WEALTH MANAGEMENT HEALTH AND WELFARE PLAN
Mixed - BLUECROSS BLUESHIELD OF TEXAS
Premiums$3.4M
Covered lives430
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TOLLESON WEALTH MANAGEMENT 401(K) PLAN | 401k | $34.7M | 290 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TOLLESON WEALTH MANAGEMENT HEALTH AND WELFARE PLAN | Mixed | BLUECROSS BLUESHIELD OF TEXAS | $3.4M | 430 | 2024 |
Retirement plans
Welfare plans