Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Vision$170K
- Life$170K
- Long-term disability$170K
- Other$170K
Sponsor portfolio
THE POTTER'S HOUSE OF DALLAS, INC.
EIN 31-1506712civic & social organizationLatest filing 2024
Plans
2
Retirement
1
$15.7M assets
Welfare
1
$170K premiums
Participants
704
6777 WEST KIEST BLVD - DALLAS, TX 752363006214-331-0934LinkedIn1-10 employeescivic & social organization
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $170K premiums / 267 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
- LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Broker market share
Schedule A broker compensation
100%top
- FROST INSURANCE AGENCY INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE POTTER'S HOUSE 401(K) SAVINGS PLAN
401k
Assets$15.7M
Participants403
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE POTTER'S HOUSE OF DALLAS, INC. WELFARE BENEFIT PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$170K
Covered lives267
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE POTTER'S HOUSE 401(K) SAVINGS PLAN | 401k | $15.7M | 403 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE POTTER'S HOUSE OF DALLAS, INC. WELFARE BENEFIT PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $170K | 267 | 2024 |
Retirement plans
Welfare plans