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Sponsor portfolio

MUNCK WILSON MANDALA

EIN 26-3990304-law practice-Latest filing 2025
Plans
3
Retirement
1
$36.0M assets
Welfare
2
$2.6M premiums
Participants
603
2000 MCKINNEY AVENUE, SUITE 1900 - DALLAS, TX 75201972-628-3600munckwilson.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
3 filings
#001401k-$36.0M - 271 part#502Fully Insured-$2.4M - 353 lives#503Fully Insured-$220K - 182 lives

Benefits portfolio analytics

2 plans / $2.6M premiums / 535 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$2.6M
  • Health$2.4M
  • Prescription drug$2.4M
  • Vision$220K
  • Life$220K
  • Long-term disability$220K
  • +1 more
Total $2.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • DEARBORN LIFE INSURANCE COMPANY8%
Total $2.6M2 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • DAMON M. YOUNG65%
  • EVERGREEN BENEFITS GROUP21%
  • DAMON MICHAEL YOUNG JR14%
Total $118K3 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

MUNCK WILSON MANDALA 401(K) PLAN

401k

Assets$36.0M
Participants271
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

MUNCK WILSON MANDALA, LLP HEALTH PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$2.4M
Covered lives353
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

MUNCK WILSON MANDALA, LLP WELFARE PLAN

Fully Insured - DEARBORN LIFE INSURANCE COMPANY

Premiums$220K
Covered lives182
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MUNCK WILSON MANDALA 401(K) PLAN401k$36.0M2712024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502MUNCK WILSON MANDALA, LLP HEALTH PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$2.4M3532025
503MUNCK WILSON MANDALA, LLP WELFARE PLANFully InsuredDEARBORN LIFE INSURANCE COMPANY$220K1822025
Retirement plans
Welfare plans
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