Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.3M
- Prescription drug$2.3M
- Dental$139K
- Vision$139K
- Other$65K
- Life$46K
- +1 more
Sponsor portfolio
SRS REAL ESTATE PARTNERS, LLC
EIN 26-2551647real estateLatest filing 2025
Plans
2
Retirement
1
$12.9M assets
Welfare
1
$2.5M premiums
Participants
303
8144 WALNUT HILL LANE, SUITE 1200 - DALLAS, TX 75231800-944-0012srsre.comLinkedIn201-500 employeesreal estate
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.5M premiums / 251 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- UNITEDHEALTHCARE INSURANCE COMPANY92%
- METROPOLITAN LIFE INSURANCE COMPANY6%
- HARTFORD LIFE AND ACCIDENT2%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SRS REAL ESTATE PARTNERS 401K PLAN
401k
Assets$12.9M
Participants178
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SRS REAL ESTATE PARTNERS HEALTH AND WELFARE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$2.5M
Covered lives251
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SRS REAL ESTATE PARTNERS 401K PLAN | 401k | $12.9M | 178 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SRS REAL ESTATE PARTNERS HEALTH AND WELFARE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $2.5M | 251 | 2025 |
Retirement plans
Welfare plans