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Sponsor portfolio

VENTERRA REALTY MANAGEMENT INC.

EIN 52-2351470-commercial real estate-Latest filing 2025
Plans
2
Retirement
1
$12.6M assets
Welfare
1
$1.5M premiums
Participants
1,813
20333 HIGHWAY 249, SUITE 650 - HOUSTON, TX 77070281-822-9464LinkedIn1-10 employeescommercial real estate
Plans on this EIN
2 filings
#001401k-$12.6M - 1,028 part#501Mixed-$1.5M - 792 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 792 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$853K
  • Dental$227K
  • Short-term disability$173K
  • Other$161K
  • Life$99K
  • Long-term disability$74K
  • +1 more
Total $1.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • BLUE CROSS OF CALIFORNIA56%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY22%
  • DELTA DENTAL OF CALIFORNIA15%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
Total $1.5M5 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • AON CONSULTING INC92%
  • THE PLEXUS GROUPE LLC8%
Total $186K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

VENTERRA REALTY INC. 401(K) PLAN

401k

Assets$12.6M
Participants1,028
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VENTERRA REALTY INC. BENEFIT PLAN

Mixed - BLUECROSS BLUESHIELD OF TEXAS

Premiums$1.5M
Covered lives792
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VENTERRA REALTY INC. 401(K) PLAN401k$12.6M1,0282024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VENTERRA REALTY INC. BENEFIT PLANMixedBLUECROSS BLUESHIELD OF TEXAS$1.5M7922025
Retirement plans
Welfare plans
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