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Sponsor portfolioTH

TMF HEALTH QUALITY INSTITUTE

EIN 52-1002260-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$79.2M assets
Welfare
1
$6.1M premiums
Participants
1,542
3107 OAK CREEK DRIVE, SUITE 200 - AUSTIN, TX 78727512-329-6610tmf.orgLinkedIn201-500 employeeshospital & health care
Plans on this EIN
2 filings
#002401k-$79.2M - 864 part#501Fully Insured-$6.1M - 865 lives

Benefits portfolio analytics

1 plan / $6.1M premiums / 865 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.1M
  • Prescription drug$5.1M
  • Other$676K
  • Dental$386K
  • Vision$338K
  • Short-term disability$338K
  • +2 more
Total $6.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • BLUE CROSS OF CALIFORNIA83%
  • METROPOLITAN LIFE INSURANCE COMPANY6%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY6%
  • DEARBORN LIFE INSURANCE COMPANY5%
  • HEALTHIEST YOU0%
  • +1 more
Total $6.1M6 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • USI INSURANCE SERVICES LLC96%
  • KACY LAVENDER3%
  • CL SCOTT CORPORATE INSURANCE SVCS0%
Total $27K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

TMF HEALTH QUALITY INSTITUTE 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$79.2M
Participants864
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TMF HEALTH QUALITY INSTITUTE AND WELFARE BENEFITS PLAN HEALTH

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$6.1M
Covered lives865
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002TMF HEALTH QUALITY INSTITUTE 401(K) RETIREMENT SAVINGS PLAN401k$79.2M8642024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TMF HEALTH QUALITY INSTITUTE AND WELFARE BENEFITS PLAN HEALTHFully InsuredBLUECROSS BLUESHIELD OF TEXAS$6.1M8652025
Retirement plans
Welfare plans
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