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Sponsor portfolio

MERCEDES BENZ OF SUGARLAND, TX

EIN 04-3599678-Retail Trade-Latest filing 2025
Plans
3
Retirement
2
$7.1M assets
Welfare
1
$598K premiums
Participants
297
15625 SOUTHWEST FRWY. - SUGAR LAND, TX 77478281-207-1550
Plans on this EIN
3 filings
#001401k-$4.2M - 72 part#002401k-$2.9M - 72 part#501Fully Insured-$598K - 153 lives

Retirement portfolio analytics

2 plans aggregated / $7.1M assets / 144 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • BEND, LTD 401(K) (#001)59%
  • SUGARLAND, TX 401(K) (#002)41%
Total $7.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BEND, LTD 401(K) (#001)72
  • SUGARLAND, TX 401(K) (#002)72
Total 144Click row to drill in

Benefits portfolio analytics

1 plan / $598K premiums / 153 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$420K
  • Prescription drug$420K
  • Dental$178K
  • Vision$178K
  • Life$178K
  • Short-term disability$178K
  • +2 more
Total $598K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY70%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA30%
Total $598K2 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • BROWN & BROWN INSURANCE SERVICES74%
  • GCG FINANCIAL LLC17%
  • CENTRO BENEFITS RESEARCH LLC10%
Total $31K3 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

15625 MB FT. BEND, LTD 401(K) PLAN

401k

Assets$4.2M
Participants72
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MERCEDES BENZ OF SUGARLAND, TX 401(K) PLAN

401k

Assets$2.9M
Participants72
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MERCEDES-BENZ OF SUGAR LAND HEALTH AND WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$598K
Covered lives153
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
00115625 MB FT. BEND, LTD 401(K) PLAN401k$4.2M722025
002MERCEDES BENZ OF SUGARLAND, TX 401(K) PLAN401k$2.9M722025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MERCEDES-BENZ OF SUGAR LAND HEALTH AND WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$598K1532024
Retirement plans
Welfare plans
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