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Sponsor portfolio

MACKIE WOLF ZIENTZ & MANN P.C.

EIN 65-1294150-banking-Latest filing 2025
Plans
2
Retirement
1
$8.3M assets
Welfare
1
$163K premiums
Participants
242
14160 N. DALLAS PARKWAY, SUITE 900 - DALLAS, TX 75254214-635-2654mwzmlaw.comLinkedIn51-200 employeesbanking
Plans on this EIN
2 filings
#001401k-$8.3M - 139 part#505Mixed-$163K - 99 lives

Benefits portfolio analytics

1 plan / $163K premiums / 99 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$163K
  • Vision$163K
  • Life$163K
  • Short-term disability$163K
  • Long-term disability$163K
  • Other$163K
Total $163K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $163K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HOLMES MURPHY & ASSOCIATES100%
Total $21K1 slice

Plan deep-dives

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

MACKIE WOLF ZIENTZ & MANN, P.C. 401(K) PLAN

401k

Assets$8.3M
Participants139
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

MACKIE WOLF ZIENTZ & MANN P.C. HEALTH AND WELFARE PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$163K
Covered lives99
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MACKIE WOLF ZIENTZ & MANN, P.C. 401(K) PLAN401k$8.3M1392024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505MACKIE WOLF ZIENTZ & MANN P.C. HEALTH AND WELFARE PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$163K992025
Retirement plans
Welfare plans
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