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Sponsor portfolio

DEFI AUTO, LLC

EIN 23-2765520-Latest filing 2025
Plans
2
Retirement
1
$78.8M assets
Welfare
1
$7.6M premiums
Participants
1,103
1600 SOLANA BLVD, SUITE 8120 - WESTLAKE, TX 76262716-259-0357
Plans on this EIN
2 filings
#001401k-$78.8M - 686 part#501Fully Insured-$7.6M - 1,136 lives

Benefits portfolio analytics

1 plan / $7.6M premiums / 1,136 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.6M
  • Prescription drug$6.6M
  • Other$1.0M
  • Dental$824K
  • Vision$824K
  • Life$824K
  • +2 more
Total $7.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • METROPOLITAN LIFE INSURANCE COMPANY11%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY2%
  • FIRST STOP HEALTH1%
  • TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC.0%
Total $7.6M5 slices

Broker market share

Schedule A broker compensation

Split broker
44%top
  • BROWN & BROWN INSURANCE SERVICES44%
  • HAYS COMPANIES, INC.39%
  • WATCHTOWER BENEFITS, LLC18%
Total $138K3 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

DEFI AUTO, LLC 401(K) PLAN

401k

Assets$78.8M
Participants686
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DEFI AUTO, LLC HEALTH AND WELFARE PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$7.6M
Covered lives1,136
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DEFI AUTO, LLC 401(K) PLAN401k$78.8M6862024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DEFI AUTO, LLC HEALTH AND WELFARE PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$7.6M1,1362025
Retirement plans
Welfare plans
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