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Sponsor portfolio

ITEX PROPERTY MANAGEMENT LLC

EIN 20-0163462-Latest filing 2025
Plans
2
Retirement
1
$3.8M assets
Welfare
1
$1.9M premiums
Participants
456
37535 HONEYWOOD COURT - PORT ARTHUR, TX 77642409-853-3680
Plans on this EIN
2 filings
#001401k-$3.8M - 287 part#501Fully Insured-$1.9M - 230 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 230 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Prescription drug$1.7M
  • Dental$142K
  • Vision$142K
  • Life$142K
  • Long-term disability$142K
  • +1 more
Total $1.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
Total $1.9M2 slices

Broker market share

Schedule A broker compensation

Split broker
61%top
  • ROBERT HOTALING61%
  • MARK S METTILLE26%
  • MARSH & MCLENNAN AGENCY LLC12%
Total $27K3 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

ITEX GROUP RETIREMENT PLAN

401k

Assets$3.8M
Participants287
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ITEX PROPERTY MANAGEMENT LLC HEALTH AND WELFARE PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$1.9M
Covered lives230
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ITEX GROUP RETIREMENT PLAN401k$3.8M2872024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ITEX PROPERTY MANAGEMENT LLC HEALTH AND WELFARE PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$1.9M2302025
Retirement plans
Welfare plans
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