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Sponsor portfolio

WALTERS, BALIDO, & CRAIN L.L.L.P.

EIN 61-1497895-law practice-Latest filing 2025
Plans
2
Retirement
1
$22.4M assets
Welfare
1
$285K premiums
Participants
417
MEADOW PARK TOWER, STE 1500, 10440 N CENTRAL EXPY - DALLAS, TX 752312221214-347-8318wbclawfirm.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$22.4M - 208 part#501Mixed-$285K - 211 lives

Benefits portfolio analytics

1 plan / $285K premiums / 211 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$134K
  • Long-term disability$85K
  • Dental$66K
  • Life$43K
Total $285K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
30%top
  • NORTHWESTERN MUTUAL30%
  • AFLAC27%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY23%
  • UNITEDHEALTHCARE INSURANCE COMPANY15%
  • NEW BENEFITS5%
Total $285K5 slices

Broker market share

Schedule A broker compensation

Split broker
48%top
  • HIGGINBOTHAM INS AGENCY INC48%
  • TOM WEILERT19%
  • KERI NORTON13%
  • KIMBERLY KAY NIXON8%
  • LINDA A LECIEJEWSKI6%
  • +3 more
Total $33K8 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

WALTERS, BALIDO & CRAIN RETIREMENT PLAN

401k

Assets$22.4M
Participants208
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WALTERS, BALIDO, & CRAIN L.L.L.P. WRAP PLAN

Mixed - NORTHWESTERN MUTUAL

Premiums$285K
Covered lives211
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WALTERS, BALIDO & CRAIN RETIREMENT PLAN401k$22.4M2082024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WALTERS, BALIDO, & CRAIN L.L.L.P. WRAP PLANMixedNORTHWESTERN MUTUAL$285K2112025
Retirement plans
Welfare plans
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