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Sponsor portfolio

THE H. E. BUTT FOUNDATION

EIN 74-1239819-individual & family services-Latest filing 2025
Plans
2
Retirement
1
$9.2M assets
Welfare
1
$2.4M premiums
Participants
338
719 EARL GARRETT STREET - KERRVILLE, TX 78028830-315-9200hebfdn.orgLinkedIn51-200 employeesindividual & family services
Plans on this EIN
2 filings
#003ProfitSharing-$9.2M - 194 part#501Mixed-$2.4M - 311 lives

Benefits portfolio analytics

1 plan / $2.4M premiums / 311 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Dental$124K
  • Other$97K
  • Life$71K
  • Vision$24K
  • Long-term disability$23K
Total $2.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY5%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA3%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY1%
  • VISION SERVICE PLAN1%
  • +1 more
Total $2.4M6 slices

Broker market share

Schedule A broker compensation

Split broker
79%top
  • CUSTOM BENEFIT PROGRAMS INC79%
  • AON CONSULTING INC21%
Total $8K2 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

THE H. E. BUTT FOUNDATION 403(B) SAVINGS PLAN

ProfitSharing

Assets$9.2M
Participants194
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE H. E. BUTT FOUNDATION WELFARE PLAN

Mixed - BLUE CROSS BLUE SHIELD OF TEXAS

Premiums$2.4M
Covered lives311
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003THE H. E. BUTT FOUNDATION 403(B) SAVINGS PLANProfitSharing$9.2M1942024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE H. E. BUTT FOUNDATION WELFARE PLANMixedBLUE CROSS BLUE SHIELD OF TEXAS$2.4M3112025
Retirement plans
Welfare plans
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