Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$3.0M
- Life$2.1M
- Short-term disability$2.1M
- Long-term disability$2.1M
- Dental$1.9M
- Vision$253K
Sponsor portfolio
SERVICE EXPERTS LLC
EIN 62-1639453consumer servicesLatest filing 2024
Plans
2
Retirement
1
$151.8M assets
Welfare
1
$5.1M premiums
Participants
10,392
3400 N. CENTRAL EXPRESSWAY, SUITE 410 - RICHARDSON, TX 75080972-535-3778serviceexperts.comLinkedIn1001-5000 employeesconsumer services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.1M premiums / 4,676 covered livesCarrier market share
Premium dollars by Schedule A carrier
42%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA42%
- METROPOLITAN LIFE INSURANCE COMPANY40%
- RELIASTAR LIFE INSURANCE COMPANY14%
- VISION SERVICE PLAN5%
Broker market share
Schedule A broker compensation
89%top
- LOCKTON COMPANIES, LLC89%
- PLANSOURCE BENEFITS ADMINISTRATION11%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SERVICE EXPERTS LLC 401(K) PLAN
401k
Assets$151.8M
Participants6,533
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SERVICE EXPERTS LLC HEALTH AND WELFARE PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$5.1M
Covered lives4,676
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SERVICE EXPERTS LLC 401(K) PLAN | 401k | $151.8M | 6,533 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SERVICE EXPERTS LLC HEALTH AND WELFARE PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $5.1M | 4,676 | 2024 |
Retirement plans
Welfare plans