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Sponsor portfolio

THE KHOURY GROUP

EIN 46-1573553-automotive-Latest filing 2024
Plans
2
Retirement
1
$3.5M assets
Welfare
1
$1.4M premiums
Participants
527
1027 AUSTIN HWY SUITE 150 - SAN ANTONIO, TX 78209830-775-7575khouryautogroup.comLinkedIn201-500 employeesautomotive
Plans on this EIN
2 filings
#001401k-$3.5M - 405 part#501Mewa-$1.4M - 381 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 381 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Dental$1.3M
  • Vision$96K
  • Life$96K
  • Short-term disability$96K
  • Long-term disability$96K
  • +1 more
Total $1.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • DEARBORN LIFE INSURANCE COMPANY7%
Total $1.4M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • RACHEL ANDREA BEAVAN100%
Total $63K1 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

THE KHOURY GROUP 401(K) PLAN

401k

Assets$3.5M
Participants405
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE KHOURY GROUP

Mewa - BLUECROSS BLUESHIELD OF TEXAS

Premiums$1.4M
Covered lives381
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE KHOURY GROUP 401(K) PLAN401k$3.5M4052024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE KHOURY GROUPMewaBLUECROSS BLUESHIELD OF TEXAS$1.4M3812024
Retirement plans
Welfare plans
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