Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FAMILY ENDEAVORS INC
EIN 23-7223078hospital & health careLatest filing 2025
Plans
3
Retirement
2
$18.2M assets
Welfare
1
$15.7M premiums
Participants
4,914
6363 DE ZAVALA RD - SAN ANTONIO, TX 78249210-431-6466familyendeavors.orgLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $18.2M assets / 3,441 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
- TRANSAMERICA RETIREMENT SOLUTIONS100%
- (Not disclosed)0%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $15.7M premiums / 3,279 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$14.5M
- Dental$14.5M
- Vision$14.5M
- Short-term disability$479K
- Other$360K
- Long-term disability$294K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
93%top
- UNITEDHEALTHCARE INSURANCE COMPANY93%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY7%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Broker market share
Schedule A broker compensation
64%top
- GALLAGHER BENEFIT SERVICES, INC.64%
- HIGGINBOTHAM INS AGENCY INC36%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FAMILY ENDEAVORS 401(K) PLAN
401k
Assets$18.1M
Participants3,411
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FAMILY ENDEAVORS RETIREMENT PLAN
401k
Assets$48K
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ENDEAVORS WELFARE BENEFITS PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$15.7M
Covered lives3,279
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FAMILY ENDEAVORS 401(K) PLAN | 401k | $18.1M | 3,411 | 2024 | |
| 002 | FAMILY ENDEAVORS RETIREMENT PLAN | 401k | $48K | 30 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ENDEAVORS WELFARE BENEFITS PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $15.7M | 3,279 | 2025 |
Retirement plans
Welfare plans