Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
ProfitSharing
Mixed - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
Self Funded - ZURICH AMERICAN INSURANCE COMPANY
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE HOUSTONIAN 401(K) PLAN | 401k | $53.9M | 719 | 2024 | |
| 002 | THE HOUSTONIAN CAMPUS VALUE SHARING PLAN | ProfitSharing | $11.8M | 697 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HOUSTONIAN CAMPUS LLC WELFARE BENEFIT PLAN | Mixed | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $708K | 558 | 2025 | |
| 502 | THE HOUSTONIAN/REDSTONE WORK INJURY BENEFIT PLAN | Self Funded | ZURICH AMERICAN INSURANCE COMPANY | $108K | 828 | 2025 |