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Sponsor portfolioTH

AQUINAS COMPANIES, LLC

EIN 74-1164059-law practice-Latest filing 2025
Plans
3
Retirement
2
$73.4M assets
Welfare
1
$574K premiums
Participants
748
3900 ESSEX LANE, SUITE 1200 - HOUSTON, TX 77027713-966-5804aquinascorp.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
3 filings
#001401k-$73.4M - 389 part#002ProfitSharing-$83K - 96 part#501Mixed-$574K - 260 lives

Retirement portfolio analytics

2 plans aggregated / $73.4M assets / 485 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • 401K/PROFIT SHARING PLAN (#001)100%
  • PROFIT SHARING PLAN (#002)0%
Total $73.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401K/PROFIT SHARING PLAN (#001)389
  • PROFIT SHARING PLAN (#002)96
Total 485Click row to drill in

Benefits portfolio analytics

1 plan / $574K premiums / 260 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$299K
  • Dental$275K
  • Vision$275K
  • Life$245K
  • Long-term disability$245K
Total $574K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY48%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA43%
  • AFLAC4%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD2%
  • HEALTH ADVOCATE SOLUTIONS, INC.2%
  • +1 more
Total $574K6 slices

Broker market share

Schedule A broker compensation

Split broker
38%top
  • HEATHER L. KIRK38%
  • DEANNE LYLES31%
  • THE BALDWIN GROUP WEST LLC6%
  • MICHAEL ANDERS LLC6%
  • MELISSA LYNNETTE FORSTER5%
  • +3 more
Total $5K8 slices

Plan deep-dives

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

AQUINAS COMPANIES 401K/PROFIT SHARING PLAN

401k

Assets$73.4M
Participants389
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

AQUINAS COMPANIES NON-UNION HOURLY EMPLOYEE PROFIT SHARING PLAN

ProfitSharing

Assets$83K
Participants96
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AQUINAS COMPANIES, LLC EMPLOYEE BENEFIT PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$574K
Covered lives260
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001AQUINAS COMPANIES 401K/PROFIT SHARING PLAN401k$73.4M3892024
002AQUINAS COMPANIES NON-UNION HOURLY EMPLOYEE PROFIT SHARING PLANProfitSharing$83K962024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AQUINAS COMPANIES, LLC EMPLOYEE BENEFIT PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$574K2602025
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