Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.0M
- Dental$2.0M
- Prescription drug$2.0M
- Vision$98K
- Life$98K
- Short-term disability$98K
- +2 more
Sponsor portfolio
WATERMARK INSIGHTS, LLC
EIN 13-4092743graphic designLatest filing 2025
Plans
2
Retirement
1
$28.8M assets
Welfare
1
$2.1M premiums
Participants
493
10900 STONELAKE BLVD, SUITE B-350 - AUSTIN, TX 78759512-773-5068LinkedIn1-10 employeesgraphic design
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.1M premiums / 298 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- BLUE CROSS OF CALIFORNIA95%
- UNUM LIFE INSURANCE COMPANY OF AMERICA5%
Broker market share
Schedule A broker compensation
67%top
- GALLAGHER BENEFIT SERVICES, INC.67%
- EXPERINS, LLC29%
- JAMES A. HALBERT III4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
WATERMARK INSIGHTS 401(K) PLAN
401k
Assets$28.8M
Participants317
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WATERMARK HEALTH & WELLNESS PLAN
Fully Insured - BLUECROSS BLUESHIELD OF TEXAS
Premiums$2.1M
Covered lives298
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WATERMARK INSIGHTS 401(K) PLAN | 401k | $28.8M | 317 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WATERMARK HEALTH & WELLNESS PLAN | Fully Insured | BLUECROSS BLUESHIELD OF TEXAS | $2.1M | 298 | 2025 |
Retirement plans
Welfare plans