Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.5M
- Other$172K
- Life$125K
- Long-term disability$77K
- Vision$15K
Filings through .
Fayez Sarofim & Co., LLC
EIN 74-1312679investment managementLatest filing 2025
Plans
2
Retirement
1
$180.6M assets
Health & Benefits
1
$4.8M premiums
Participants
267
845 TEXAS AVENUE SUITE 2000 - HOUSTON, TX 77002713-654-4484sarofim.comLinkedIn51-200 employeesinvestment management
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $4.8M premiums / 388 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
FAYEZ SAROFIM & CO. PROFIT SHARING PLAN
Profit-sharing
Assets$180.6M
Participants133
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
FAYEZ SAROFIM & CO. WELFARE BENEFIT PLAN
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$4.8M
Covered lives388
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | FAYEZ SAROFIM & CO. PROFIT SHARING PLAN | Profit-sharing | $180.6M | 133 | 2025 |
- #001 · Profit-sharing · 2025133
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | FAYEZ SAROFIM & CO. WELFARE BENEFIT PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $4.8M | 388 | 2025 |
- #501 · Mixed · UNITEDHEALTHCARE INSURANCE COMPANY · 2025388
Retirement plans
Health & Benefits plans