Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.3M
- Prescription drug$3.3M
- Dental$257K
- Vision$257K
- Life$224K
- Short-term disability$224K
- +2 more
Sponsor portfolio
RECORDXTECHNOLOGIES, LLC
EIN 47-2853876Latest filing 2025
Plans
2
Retirement
1
$17.5M assets
Welfare
1
$3.8M premiums
Participants
1,090
910 LOUISIANA STREET, SUITE 4500 - HOUSTON, TX 77002713-335-4502
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.8M premiums / 504 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- BLUE CROSS OF CALIFORNIA87%
- SUN LIFE ASSURANCE COMPANY OF CANADA7%
- LIFE INSURANCE COMPANY OF NORTH AMERICA6%
Broker market share
Schedule A broker compensation
86%top
- LOCKTON COMPANIES, LLC86%
- ARCHON LLC7%
- PROFESSIONAL GROUP PLANS INC6%
- ONTELLUS0%
- RELATION INSURANCE SERVICES OF CA-0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ONTELLUS 401(K) PLAN
401k
Assets$17.5M
Participants634
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ONTELLUS HEALTH & WELFARE BENEFIT PLAN
Fully Insured - BLUECROSS BLUESHIELD OF TEXAS
Premiums$3.8M
Covered lives504
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ONTELLUS 401(K) PLAN | 401k | $17.5M | 634 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ONTELLUS HEALTH & WELFARE BENEFIT PLAN | Fully Insured | BLUECROSS BLUESHIELD OF TEXAS | $3.8M | 504 | 2025 |
Retirement plans
Welfare plans