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Sponsor portfolioTH

VIRTUOSO LTD

EIN 13-5670009-Latest filing 2025
Plans
2
Retirement
1
$42.8M assets
Welfare
1
$3.6M premiums
Participants
669
777 MAIN ST STE 900 - FORT WORTH, TX 761025313817-870-0300
Plans on this EIN
2 filings
#001401k-$42.8M - 398 part#501Fully Insured-$3.6M - 296 lives

Benefits portfolio analytics

1 plan / $3.6M premiums / 296 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.1M
  • Dental$209K
  • Other$139K
  • Life$80K
  • Short-term disability$64K
  • Long-term disability$60K
  • +1 more
Total $3.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • UNITEDHEALTHCARE INSURANCE COMPANY86%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY13%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Total $3.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • HIGGINBOTHAM INS AGENCY INC88%
  • PROFESSIONAL GROUP PLANS INC12%
Total $116K2 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

VIRTUOSO, LTD 401(K) PROFIT SHARING PLAN

401k

Assets$42.8M
Participants398
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VIRTUOSO LTD BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.6M
Covered lives296
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VIRTUOSO, LTD 401(K) PROFIT SHARING PLAN401k$42.8M3982024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VIRTUOSO LTD BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$3.6M2962025
Retirement plans
Welfare plans
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