Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.8M
- Dental$1.8M
- Prescription drug$1.8M
- Other$40K
- Long-term disability$39K
- Life$33K
- +1 more
Sponsor portfolio
WICK, PHILLIPS, GOULD & MARTIN, LLP
EIN 45-4183914Latest filing 2025
Plans
2
Retirement
1
$28.9M assets
Welfare
1
$1.9M premiums
Participants
295
3131 MCKINNEY AVENUE, SUITE 500 - DALLAS, TX 75204214-420-4084
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.9M premiums / 222 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- BLUE CROSS OF CALIFORNIA95%
- LIFE INSURANCE COMPANY OF NORTH AMERICA4%
- DEARBORN LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
98%top
- IMA, INC.98%
- WATCHTOWER TECHNOLOGIES INC2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WICK, PHILLIPS, GOULD & MARTIN, LLP 401(K) PLAN
401k
Assets$28.9M
Participants161
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WICK, PHILLIPS, GOULD & MARTIN, LLP HEALTH & WELFARE BENEFITS PLAN
Fully Insured - BLUECROSS BLUESHIELD OF TEXAS
Premiums$1.9M
Covered lives222
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WICK, PHILLIPS, GOULD & MARTIN, LLP 401(K) PLAN | 401k | $28.9M | 161 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WICK, PHILLIPS, GOULD & MARTIN, LLP HEALTH & WELFARE BENEFITS PLAN | Fully Insured | BLUECROSS BLUESHIELD OF TEXAS | $1.9M | 222 | 2025 |
Retirement plans
Welfare plans