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Sponsor portfolio

OPEN HOUSE TEXAS REALTY & INVESTMENTS LLC

EIN 36-4847164-Latest filing 2025
Plans
2
Retirement
1
$729K assets
Welfare
1
$2.1M premiums
Participants
326
5050 QUORUM DRIVE, SUITE 225 - DALLAS, TX 75254972-687-9123
Plans on this EIN
2 filings
#001401k-$729K - 144 part#501Fully Insured-$2.1M - 224 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 224 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$2.1M
  • Vision$2.1M
  • Health$2.0M
  • Life$2.0M
Total $2.1M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • NIPPON LIFE INSURANCE COMPANY OF AMERICA95%
  • PRINCIPAL LIFE INSURANCE COMPANY5%
Total $2.1M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • UPSHAW INSURANCE AGENCY INC.100%
Total $91K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

OPEN HOUSE TEXAS REALTY & INVESTMENTS LLC 401(K) PLAN

401k

Assets$729K
Participants144
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OPEN HOUSE TEXAS REALTY & INVESTMENTS LLC WELFARE BENEFITS PLAN

Fully Insured - NIPPON LIFE INSURANCE COMPANY OF AMERICA

Premiums$2.1M
Covered lives224
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OPEN HOUSE TEXAS REALTY & INVESTMENTS LLC 401(K) PLAN401k$729K1442024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OPEN HOUSE TEXAS REALTY & INVESTMENTS LLC WELFARE BENEFITS PLANFully InsuredNIPPON LIFE INSURANCE COMPANY OF AMERICA$2.1M2242025
Retirement plans
Welfare plans
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