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Sponsor portfolio

MUNICIPAL ACCOUNTS & CONSULTING LP

EIN 11-3645900-financial services-Latest filing 2025
Plans
2
Retirement
1
$7.3M assets
Welfare
1
$643K premiums
Participants
241
1281 BRITTMOORE RD - HOUSTON, TX 77043713-623-4539municipalaccounts.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$7.3M - 130 part#501Mixed-$643K - 105 lives

Benefits portfolio analytics

1 plan / $643K premiums / 105 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$643K
  • Life$142K
  • Dental$140K
  • Vision$140K
  • Long-term disability$140K
Total $643K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • UNITEDHEALTHCARE INSURANCE COMPANY69%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY22%
  • ASSURITY LIFE INSURANCE COMPANY5%
  • TRUSTMARK INSURANCE COMPANY4%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY0%
Total $643K5 slices

Broker market share

Schedule A broker compensation

Split broker
57%top
  • RAIALIFE PARTNERS PC57%
  • NWB HOME OFFICE10%
  • NICHOLAS J RAIA8%
  • SHERRY BRANDA8%
  • KILPATRICK COMPANIES LLC7%
  • +3 more
Total $98K8 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

MUNICIPAL ACCOUNTS 401(K) RETIREMENT PLAN

401k

Assets$7.3M
Participants130
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MUNICIPAL ACCOUNTS & CONSULTING L.P. WRAP PLAN

Mixed - ALL SAVERS INSURANCE COMPANY

Premiums$643K
Covered lives105
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MUNICIPAL ACCOUNTS 401(K) RETIREMENT PLAN401k$7.3M1302024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MUNICIPAL ACCOUNTS & CONSULTING L.P. WRAP PLANMixedALL SAVERS INSURANCE COMPANY$643K1052025
Retirement plans
Welfare plans
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