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Sponsor portfolio

BIOTE MEDICAL, LLC

EIN 27-0637642-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
1
$11.8M assets
Welfare
1
$3.0M premiums
Participants
456
1875 W. WALNUT HILL LANE,, SUITE 100 - IRVING, TX 75038972-810-4337
Plans on this EIN
2 filings
#001401k-$11.8M - 235 part#501Fully Insured-$3.0M - 376 lives

Benefits portfolio analytics

1 plan / $3.0M premiums / 376 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.8M
  • Dental$2.8M
  • Prescription drug$2.8M
  • Life$212K
  • Short-term disability$212K
  • Long-term disability$212K
  • +2 more
Total $3.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA7%
  • DEARBORN LIFE INSURANCE COMPANY1%
Total $3.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • USI INSURANCE SERVICES LLC97%
  • TAILORED WORKSITE SERVICES3%
Total $168K2 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

BIOTE MEDICAL 401(K) PLAN

401k

Assets$11.8M
Participants235
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BIOTE MEDICAL, LLC HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$3.0M
Covered lives376
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BIOTE MEDICAL 401(K) PLAN401k$11.8M2352025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BIOTE MEDICAL, LLC HEALTH AND WELFARE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$3.0M3762025
Retirement plans
Welfare plans
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