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Sponsor portfolio

PERCHERON, LLC

EIN 27-1955567-real estate-Latest filing 2025
Plans
2
Retirement
1
$21.9M assets
Welfare
1
$888K premiums
Participants
1,542
1904 W GRAND PKWY N STE 200 - KATY, TX 774491898832-300-6400LinkedIn501-1000 employeesreal estate
Plans on this EIN
2 filings
#001401k-$21.9M - 964 part#501Mixed-$888K - 1,479 lives

Benefits portfolio analytics

1 plan / $888K premiums / 1,479 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$370K
  • Dental$288K
  • Life$205K
  • Long-term disability$119K
  • Short-term disability$70K
  • Vision$41K
Total $888K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Total $888K1 slice

Broker market share

Schedule A broker compensation

Split broker
90%top
  • HIGGINBOTHAM INS AGENCY INC90%
  • UNITED OF OMAHA LIFE INSURANCE CO5%
  • PAYCOM PAYROLL LLC5%
Total $172K3 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

PERCHERON, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$21.9M
Participants964
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PERCHERON HOLDINGS, LLC WELFARE PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$888K
Covered lives1,479
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PERCHERON, LLC 401(K) PROFIT SHARING PLAN401k$21.9M9642024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PERCHERON HOLDINGS, LLC WELFARE PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$888K1,4792025
Retirement plans
Welfare plans
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