Assets by plan
Share of aggregate retirement assets
100%top
Sponsor portfolio
KING GEORGE
EIN 45-2208512facilities servicesLatest filing 2025
Plans
4
Retirement
2
$14.3M assets
Welfare
2
$3.9M premiums
Participants
1,649
1228 S. ADAMS ST. - FORT WORTH, TX 76104817-820-0881kinggeorge.usLinkedIn1001-5000 employeesfacilities services
Retirement portfolio analytics
2 plans aggregated / $14.3M assets / 1,285 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $3.9M premiums / 726 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.3M
- Dental$3.2M
- Vision$3.1M
- Other$663K
- Short-term disability$295K
- Long-term disability$295K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
79%top
- UNITEDHEALTHCARE INSURANCE COMPANY79%
- UNUM LIFE INSURANCE COMPANY OF AMERICA17%
- SIMNSA3%
- KAISER FOUNDATION HEALTH PLAN INC2%
- NEW BENEFITS0%
- +1 more
Broker market share
Schedule A broker compensation
100%top
- HIGGINBOTHAM INS AGENCY INC100%
- HOLMES MURPHY & ASSOCIATES0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
KING GEORGE 401(K) PLAN
401k
Assets$14.3M
Participants1,279
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KING GEORGE 401(K) PROFIT SHARING PLAN
401k
Assets$31K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
KING & GEORGE, LLC DBA KING GEORGE WRAP PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$3.9M
Covered lives726
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
KING & GEORGE, LLC. HEALTH & WELFARE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KING GEORGE 401(K) PLAN | 401k | $14.3M | 1,279 | 2024 | |
| 002 | KING GEORGE 401(K) PROFIT SHARING PLAN | 401k | $31K | 6 | 2025 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | KING & GEORGE, LLC DBA KING GEORGE WRAP PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $3.9M | 726 | 2025 | |
| 505 | KING & GEORGE, LLC. HEALTH & WELFARE PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans