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Sponsor portfolio

DALLAS-PWD, LLC

EIN 27-1081854-Latest filing 2025
Plans
2
Retirement
1
$11.1M assets
Welfare
1
$223K premiums
Participants
379
506 EAST DALLAS ROAD, SUITE 100 - GRAPEVINE, TX 76051682-223-5603LinkedIn11-50 employees
Plans on this EIN
2 filings
#001401k-$11.1M - 241 part#502Mixed-$223K - 163 lives

Benefits portfolio analytics

1 plan / $223K premiums / 163 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$223K
  • Vision$223K
  • Life$222K
  • Short-term disability$222K
  • Long-term disability$222K
  • Other$222K
Total $223K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
Total $223K2 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • TRINITY CAPTIVE GROUP, LLC93%
  • BROWN & BROWN INSURANCE SERVICES4%
  • HAYS COMPANIES, INC.1%
  • WATCHTOWER BENEFITS, LLC1%
Total $27K4 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

DFW / WEST TEXAS 401(K)

401k

Assets$11.1M
Participants241
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

DALLAS-PWD, LLC DBA PELLA OF DFW/WEST TEXAS

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$223K
Covered lives163
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DFW / WEST TEXAS 401(K)401k$11.1M2412024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502DALLAS-PWD, LLC DBA PELLA OF DFW/WEST TEXASMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$223K1632025
Retirement plans
Welfare plans
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