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Sponsor portfolio

COLT SERVICES, LP

EIN 03-0498223-Latest filing 2025
Plans
2
Retirement
1
$18.4M assets
Welfare
1
$3.3M premiums
Participants
681
4607 NEW WEST DRIVE - PASADENA, TX 77507281-968-0950
Plans on this EIN
2 filings
#001401k-$18.4M - 355 part#501Fully Insured-$3.3M - 510 lives

Benefits portfolio analytics

1 plan / $3.3M premiums / 510 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.0M
  • Dental$3.0M
  • Prescription drug$3.0M
  • Life$274K
  • Short-term disability$274K
  • Long-term disability$274K
  • +2 more
Total $3.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • DEARBORN LIFE INSURANCE COMPANY8%
  • EYEMED VISION CARE1%
Total $3.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
54%top
  • USI INSURANCE SERVICES LLC54%
  • BROWN & BROWN INSURANCE SERVICES25%
  • STRATEGIC NON-MEDICAL SOLUTIONS LLC13%
  • HAYS COMPANIES, INC.7%
Total $168K4 slices

Plan deep-dives

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

COLT SERVICES, LP 401(K) PROFIT SHARING PLAN

401k

Assets$18.4M
Participants355
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COLT SERVICES, LP WELFARE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$3.3M
Covered lives510
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COLT SERVICES, LP 401(K) PROFIT SHARING PLAN401k$18.4M3552024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COLT SERVICES, LP WELFARE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$3.3M5102025
Retirement plans
Welfare plans
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