Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$764K
- Health$474K
- Prescription drug$474K
- Dental$238K
- Vision$238K
- Life$238K
- +2 more
Sponsor portfolio
LACALLE GROUP, LLC
EIN 27-2950709Management of Companies and EnterprisesLatest filing 2025
Plans
2
Retirement
1
$25.0M assets
Welfare
1
$764K premiums
Participants
325
2028 E BEN WHITE BLVD, #240-8855 - AUSTIN, TX 78741888-698-2913
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $764K premiums / 187 covered livesCarrier market share
Premium dollars by Schedule A carrier
62%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY62%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA31%
- TRUSTMARK INSURANCE COMPANY7%
Broker market share
Schedule A broker compensation
89%top
- ASSUREDPARTNERS89%
- ANSAS WAY, LLC11%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LACALLE GROUP, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$25.0M
Participants172
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LACALLE GROUP EMPLOYEE BENEFITS PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$764K
Covered lives187
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LACALLE GROUP, LLC 401(K) PROFIT SHARING PLAN | 401k | $25.0M | 172 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LACALLE GROUP EMPLOYEE BENEFITS PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $764K | 187 | 2025 |
Retirement plans
Welfare plans