Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$175K
- Other$70K
- Short-term disability$62K
- Long-term disability$36K
- Life$24K
- Vision$21K
Sponsor portfolio
THE SAXTON GROUP, LLC
EIN 64-0802679restaurantsLatest filing 2025
Plans
2
Retirement
1
$9.3M assets
Welfare
1
$365K premiums
Participants
2,608
2288 MONITOR STREET - DALLAS, TX 75207214-373-3400saxtongroup.comLinkedIn1001-5000 employeesrestaurants
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $365K premiums / 374 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY88%
- UNITED HEALTHCARE INSURANCE COMPANY6%
- EYEMED VISION CARE6%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE SAXTON GROUP 401(K) PLAN
401k
Assets$9.3M
Participants2,246
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
THE SAXTON GROUP, LLC HEALTH AND WELFARE PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$365K
Covered lives374
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE SAXTON GROUP 401(K) PLAN | 401k | $9.3M | 2,246 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | THE SAXTON GROUP, LLC HEALTH AND WELFARE PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $365K | 374 | 2025 |
Retirement plans
Welfare plans