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Sponsor portfolio

SPENCER OGDEN

EIN 45-2263819-Administrative and Support and Waste Management and Remediation Services-Latest filing 2025
Plans
2
Retirement
1
$7.2M assets
Welfare
1
$1.8M premiums
Participants
634
2727 ALLEN PKWY, SUITE 700 - HOUSTON, TX 77019713-358-7916
Plans on this EIN
2 filings
#001401k-$7.2M - 408 part#501Fully Insured-$1.8M - 234 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 234 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Prescription drug$1.6M
  • Other$110K
  • Dental$107K
  • Vision$107K
  • Life$87K
  • +2 more
Total $1.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY88%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
  • STARMOUNT LIFE INSURANCE COMPANY6%
  • UNITEDHEALTHCARE INSURANCE COMPANY0%
Total $1.8M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $97K1 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

SPENCER OGDEN 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$7.2M
Participants408
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SPENCER OGDEN HEALTH AND WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.8M
Covered lives234
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SPENCER OGDEN 401(K) PROFIT SHARING PLAN AND TRUST401k$7.2M4082025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SPENCER OGDEN HEALTH AND WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.8M2342025
Retirement plans
Welfare plans
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