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Sponsor portfolio

CONSOLIDATED ASSET MANAGEMENT SERVICES, LLC

EIN 41-2239010-investment banking-Latest filing 2025
Plans
4
Retirement
3
$312.7M assets
Welfare
1
$3.3M premiums
Participants
5,028
910 LOUISIANA STREET, SUITE 2400 - HOUSTON, TX 77002713-358-9700LinkedIn11-50 employeesinvestment banking
Plans on this EIN
4 filings
#001401k-$202.8M - 1,909 part#003401k-$89.5M - 1,041 part#004CashBalance-$20.4M - 160 part#501Fully Insured-$3.3M - 2,275 lives

Retirement portfolio analytics

3 plans aggregated / $312.7M assets / 3,110 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • CAMS 401(K) (#001)65%
  • UNION RETIREMENT PLAN (#003)29%
  • MANAGEMENT SERVICES PENSION (#004)7%
Total $312.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CAMS 401(K) (#001)1,909
  • UNION RETIREMENT PLAN (#003)1,041
  • MANAGEMENT SERVICES PENSION (#004)160
Total 3,110Click row to drill in

Benefits portfolio analytics

1 plan / $3.3M premiums / 2,275 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.6M
  • Long-term disability$760K
  • Vision$580K
  • Health$350K
  • Dental$350K
  • Prescription drug$350K
  • +1 more
Total $3.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY81%
  • HAWAII MEDICAL SERVICE ASSOCIATION10%
  • EYEMED VISION CARE8%
  • TRIPLE S SALUD, INC.1%
Total $3.3M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • EDGEWOOD PARTNERS INSURANCE CENTER100%
Total $298K1 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

CAMS 401(K) PLAN

401k

Assets$202.8M
Participants1,909
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

CAMS UNION RETIREMENT PLAN

401k

Assets$89.5M
Participants1,041
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

CONSOLIDATED ASSET MANAGEMENT SERVICES PENSION PLAN

CashBalance

Assets$20.4M
Participants160
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CONSOLIDATED ASSET MANAGEMENT SERVICES LLC HEALTH CARE PLAN

Fully Insured - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$3.3M
Covered lives2,275
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001CAMS 401(K) PLAN401k$202.8M1,9092024
003CAMS UNION RETIREMENT PLAN401k$89.5M1,0412024
004CONSOLIDATED ASSET MANAGEMENT SERVICES PENSION PLANCashBalance$20.4M1602024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CONSOLIDATED ASSET MANAGEMENT SERVICES LLC HEALTH CARE PLANFully InsuredLINCOLN NATIONAL LIFE INSURANCE COMPANY$3.3M2,2752025
Retirement plans
Welfare plans
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