Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.5M
- Other$172K
- Life$125K
- Long-term disability$77K
- Vision$15K
Sponsor portfolio
FAYEZ SAROFIM & CO., LLC DBA FAYEZ SAROFIM & CO.
EIN 74-1312679investment managementLatest filing 2025
Plans
2
Retirement
1
$224.3M assets
Welfare
1
$4.8M premiums
Participants
247
P.O. BOX 52830 - HOUSTON, TX 770522830713-654-4484sarofim.comLinkedIn51-200 employeesinvestment management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.8M premiums / 388 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- UNITEDHEALTHCARE INSURANCE COMPANY94%
- UNUM LIFE INSURANCE COMPANY OF AMERICA3%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
- SUN LIFE ASSURANCE COMPANY OF CANADA0%
- METROPOLITAN LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
100%top
- HIGGINBOTHAM INS AGENCY INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FAYEZ SAROFIM & CO. PROFIT SHARING PLAN
ProfitSharing
Assets$224.3M
Participants113
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FAYEZ SAROFIM & CO. WELFARE BENEFIT PLAN
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$4.8M
Covered lives388
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FAYEZ SAROFIM & CO. PROFIT SHARING PLAN | ProfitSharing | $224.3M | 113 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FAYEZ SAROFIM & CO. WELFARE BENEFIT PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $4.8M | 388 | 2025 |
Retirement plans
Welfare plans