Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
CashBalance
401k
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HOUSTON LIVESTOCK SHOW AND RODEO RETIREMENT PLAN AND TRUST AGREEMENT | CashBalance | $25.6M | 178 | 2024 | |
| 003 | HOUSTON LIVESTOCK SHOW AND RODEO 401(K) PLAN | 401k | $11.0M | 181 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HOUSTON LIVESTOCK SHOW AND RODEO HEALTH AND WELFARE PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $3.3M | 179 | 2025 |