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Sponsor portfolioTH

ATRION CORPORATION

EIN 63-0821819-Latest filing 2025
Plans
2
Retirement
1
$63.0M assets
Welfare
1
$3.5M premiums
Participants
803
ONE ALLENTOWN PARKWAY - ALLEN, TX 75002972-390-9800
Plans on this EIN
2 filings
#003401k-$63.0M - 803 part#505Fully Insured-$3.5M - 586 lives

Benefits portfolio analytics

1 plan / $3.5M premiums / 586 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.2M
  • Prescription drug$3.2M
  • Dental$778K
  • Other$294K
  • Life$206K
  • Long-term disability$206K
  • +1 more
Total $3.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY6%
  • DEARBORN LIFE INSURANCE COMPANY2%
  • AFLAC1%
  • HARTFORD LIFE AND ACCIDENT0%
Total $3.5M5 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • USI INSURANCE SERVICES LLC88%
  • TERESA HAWKINS6%
  • JACOB YOUNCE3%
  • SHANNON L MCBRIDE1%
  • GARY A SPANRAFT1%
  • +3 more
Total $59K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

ATRION CORPORATION 401(K) SAVINGS PLAN

401k

Assets$63.0M
Participants803
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

ATRION CORPORATION HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$3.5M
Covered lives586
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003ATRION CORPORATION 401(K) SAVINGS PLAN401k$63.0M8032024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505ATRION CORPORATION HEALTH AND WELFARE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$3.5M5862025
Retirement plans
Welfare plans
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