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Sponsor portfolio

OWEN-ADAMS, L.P.

EIN 47-2655277-Latest filing 2025
Plans
2
Retirement
1
$16.8M assets
Welfare
1
$857K premiums
Participants
373
1800 VANTAGE DRIVE - CARROLLTON, TX 75006972-416-7100
Plans on this EIN
2 filings
#001401k-$16.8M - 169 part#501Fully Insured-$857K - 216 lives

Benefits portfolio analytics

1 plan / $857K premiums / 216 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$660K
  • Prescription drug$660K
  • Life$109K
  • Long-term disability$109K
  • Other$109K
  • Dental$87K
  • +1 more
Total $857K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY87%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA13%
Total $857K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • FROST INSURANCE AGENCY INC100%
Total $92K1 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

OWEN-ADAMS, INC. DBA OVERHEAD DOOR COMPANY OF DALLAS-RESIDENTIAL 401(K)

401k

Assets$16.8M
Participants169
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OWEN ADAMS, LTD DBA HEALTH AND WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$857K
Covered lives216
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OWEN-ADAMS, INC. DBA OVERHEAD DOOR COMPANY OF DALLAS-RESIDENTIAL 401(K)401k$16.8M1692024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OWEN ADAMS, LTD DBA HEALTH AND WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$857K2162025
Retirement plans
Welfare plans
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