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Sponsor portfolio

EMPLOYER FLEXIBLE

EIN 27-4406361-human resources-Latest filing 2024
Plans
2
Retirement
1
$215.4M assets
Welfare
1
$56.0M premiums
Participants
20,730
7102 N. SAM HOUSTON PKWY W, SUITE 200 - HOUSTON, TX 77064866-501-4942employerflexible.comLinkedIn10001+ employeeshuman resources
Plans on this EIN
2 filings
#333401k-$215.4M - 13,349 part#501Fully Insured-$56.0M - 13,264 lives

Benefits portfolio analytics

1 plan / $56.0M premiums / 13,264 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$48.5M
  • Other$7.4M
  • Dental$7.3M
  • Life$7.3M
  • Short-term disability$7.3M
  • Long-term disability$7.3M
Total $56.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • BLUE CROSS OF CALIFORNIA86%
  • METROPOLITAN LIFE INSURANCE COMPANY14%
  • VISION SERVICE PLAN0%
Total $56.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • CLARIBEN INSURANCE AGENCY69%
  • EMPLOYER FLEXIBLE BENEFIT SERVICES31%
Total $467K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#333

EMPLOYER FLEXIBLE 401(K) PLAN

401k

Assets$215.4M
Participants13,349
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EMPLOYER FLEXIBLE HR EMPLOYEE WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF TEXAS

Premiums$56.0M
Covered lives13,264
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
333EMPLOYER FLEXIBLE 401(K) PLAN401k$215.4M13,3492024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EMPLOYER FLEXIBLE HR EMPLOYEE WELFARE BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD OF TEXAS$56.0M13,2642024
Retirement plans
Welfare plans
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