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Sponsor portfolio

GENESYS WORKS

EIN 03-0440761-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$3.9M assets
Welfare
1
$1.4M premiums
Participants
1,034
1880 SOUTH DAIRY ASHFORD ROAD, SUITE 300 - HOUSTON, TX 77077443-253-3563genesysworks.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filings
#001403b-$3.9M - 881 part#501Fully Insured-$1.4M - 205 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 205 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Prescription drug$1.2M
  • Other$209K
  • Dental$201K
  • Vision$201K
  • Life$201K
  • +2 more
Total $1.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • BLUE CROSS OF CALIFORNIA85%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY14%
  • TELADOC1%
Total $1.4M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $53K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

GENESYS WORKS 403B RETIREMENT PLAN

403b

Assets$3.9M
Participants881
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GENESYS WORKS

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$1.4M
Covered lives205
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GENESYS WORKS 403B RETIREMENT PLAN403b$3.9M8812024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GENESYS WORKSFully InsuredBLUECROSS BLUESHIELD OF TEXAS$1.4M2052025
Retirement plans
Welfare plans
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