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Sponsor portfolio

WOMACK GROUP, LLC

EIN 38-4270781-Wholesale Trade-Latest filing 2024
Plans
2
Retirement
1
$59.2M assets
Welfare
1
$556K premiums
Participants
928
13835 SENLAC DRIVE - FARMERS BRANCH, TX 752348822972-884-1619
Plans on this EIN
2 filings
#001401k-$59.2M - 514 part#502Mixed-$556K - 696 lives

Benefits portfolio analytics

1 plan / $556K premiums / 696 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$277K
  • Dental$242K
  • Life$232K
  • Long-term disability$232K
  • Vision$37K
Total $556K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
44%top
  • AETNA LIFE INSURANCE COMPANY44%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA42%
  • METROPOLITAN LIFE INSURANCE COMPANY10%
  • TELADOC5%
Total $556K4 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • HOLMES MURPHY & ASSOCIATES94%
  • UNKNOWN6%
Total $69K2 slices

Plan deep-dives

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

WOMACK GROUP, LLC RETIREMENT PLAN

401k

Assets$59.2M
Participants514
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

WOMACK GROUP, LLC HEALTH AND WELFARE BENEFIT PLAN

Mixed - AETNA LIFE INSURANCE COMPANY

Premiums$556K
Covered lives696
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WOMACK GROUP, LLC RETIREMENT PLAN401k$59.2M5142024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502WOMACK GROUP, LLC HEALTH AND WELFARE BENEFIT PLANMixedAETNA LIFE INSURANCE COMPANY$556K6962024
Retirement plans
Welfare plans
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