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Sponsor portfolio

SAGIS, PLLC

EIN 45-2815598-Latest filing 2025
Plans
3
Retirement
1
$7.2M assets
Welfare
2
$2.4M premiums
Participants
695
4131 DIRECTORS ROW - HOUSTON, TX 77092877-697-2447
Plans on this EIN
3 filings
#001401k-$7.2M - 395 part#501Fully Insured-$2.2M - 361 lives#503Mixed-$209K - 270 lives

Benefits portfolio analytics

2 plans / $2.4M premiums / 631 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Dental$1.9M
  • Prescription drug$1.9M
  • Vision$256K
  • Life$256K
  • Short-term disability$256K
  • +2 more
Total $2.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • BLUE CROSS OF CALIFORNIA88%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
Total $2.2M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $170K1 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

SAGIS 401(K) PLAN

401k

Assets$7.2M
Participants395
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SAGIS PLLC HEALTH PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$2.2M
Covered lives361
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

SAGIS PLLC HEALTH PLAN - LIFE & DISABILITY

Mixed - DEARBORN

Premiums$209K
Covered lives270
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SAGIS 401(K) PLAN401k$7.2M3952024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SAGIS PLLC HEALTH PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$2.2M3612025
503SAGIS PLLC HEALTH PLAN - LIFE & DISABILITYMixedDEARBORN$209K2702024
Retirement plans
Welfare plans
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