Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.5M
- Other$132K
- Dental$107K
- Life$95K
- Long-term disability$60K
- Vision$18K
- +1 more
Sponsor portfolio
ALLATA, LLC
EIN 47-2278486information technology and servicesLatest filing 2025
Plans
2
Retirement
1
$9.2M assets
Welfare
1
$1.8M premiums
Participants
239
2777 N. STEMMONS FWY, SUITE 1240 - DALLAS, TX 75207972-996-2360allata.comLinkedIn201-500 employeesinformation technology and services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.8M premiums / 460 covered livesCarrier market share
Premium dollars by Schedule A carrier
85%top
- BLUE CROSS OF CALIFORNIA85%
- UNUM LIFE INSURANCE COMPANY OF AMERICA6%
- METROPOLITAN LIFE INSURANCE COMPANY6%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
62%top
- AG INSURANCE AGENCIES INC62%
- CENTERSTONE INSURANCE AND FINANCIAL25%
- A.G. INSURANCE AGENCIES, INC.13%
- OPES ONE ADVISORS LLC0%
- EMPLOYEE NAVIGATOR, LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ALLATA, LLC 401(K) PLAN
401k
Assets$9.2M
Participants139
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#535
ALLATA, LLC WELFARE BENEFIT PLAN
Fully Insured - BLUE CROSS AND BLUE SHIELD OF TEXAS
Premiums$1.8M
Covered lives460
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ALLATA, LLC 401(K) PLAN | 401k | $9.2M | 139 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 535 | ALLATA, LLC WELFARE BENEFIT PLAN | Fully Insured | BLUE CROSS AND BLUE SHIELD OF TEXAS | $1.8M | 460 | 2025 |
Retirement plans
Welfare plans