Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.8M
- Dental$122K
- Vision$122K
- Life$122K
- Short-term disability$122K
- Long-term disability$122K
- +1 more
Sponsor portfolio
SUNDANCE SQUARE MANAGEMENT, LLC
EIN 32-0635048real estateLatest filing 2025
Plans
2
Retirement
1
$4.8M assets
Welfare
1
$1.7M premiums
Participants
315
425 HOUSTON ST STE 250 - FORT WORTH, TX 761027438817-222-1111sundancesquare.comLinkedIn51-200 employeesreal estate
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.7M premiums / 188 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- BLUE CROSS OF CALIFORNIA94%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
Broker market share
Schedule A broker compensation
100%top
- HIGGINBOTHAM INS 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
SUNDANCE SQUARE 401(K) PLAN
401k
Assets$4.8M
Participants171
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SUNDANCE SQUARE MANAGEMENT, LLC WRAP PLAN
Mixed - HEALTH CARE SERVICE CORPORATION
Premiums$1.7M
Covered lives188
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SUNDANCE SQUARE 401(K) PLAN | 401k | $4.8M | 171 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SUNDANCE SQUARE MANAGEMENT, LLC WRAP PLAN | Mixed | HEALTH CARE SERVICE CORPORATION | $1.7M | 188 | 2025 |
Retirement plans
Welfare plans