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Sponsor portfolio

CAMILLO PROPERTIES LLC

EIN 27-5109401-Latest filing 2025
Plans
2
Retirement
1
$24.5M assets
Welfare
1
$594K premiums
Participants
927
13141 NORTHWEST FREEWAY - HOUSTON, TX 770406307888-234-9451
Plans on this EIN
2 filings
#002401k-$24.5M - 543 part#501Mixed-$594K - 763 lives

Benefits portfolio analytics

1 plan / $594K premiums / 763 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$256K
  • Vision$256K
  • Other$200K
  • Life$97K
  • Short-term disability$76K
  • Long-term disability$63K
Total $594K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY50%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY43%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY4%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD2%
Total $594K4 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • MARSH & MCLENNAN AGENCY LLC91%
  • EA LEGACY LLC6%
  • LYNNE MULCAHY3%
  • HAROLD J KIDD0%
  • GREGORY A BARONE0%
Total $58K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CAMILLO COMPANIES 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$24.5M
Participants543
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CAMILLO PROPERTIES WELFARE BENEFITS PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$594K
Covered lives763
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CAMILLO COMPANIES 401(K) RETIREMENT SAVINGS PLAN401k$24.5M5432024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CAMILLO PROPERTIES WELFARE BENEFITS PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$594K7632025
Retirement plans
Welfare plans
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