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Sponsor portfolioTH

HOUSTON BALLET FOUNDATION

EIN 74-1394920-Arts, Entertainment, and Recreation-Latest filing 2025
Plans
3
Retirement
1
$23.0M assets
Welfare
2
$110K premiums
Participants
935
601 PRESTON ST - HOUSTON, TX 77002713-523-6300houstonhealthfoundation.orgLinkedIn1-10 employees
Plans on this EIN
3 filings
#001403b-$23.0M - 651 part#503Fully Insured-$60K - 109 lives#502Fully Insured-$50K - 175 lives

Benefits portfolio analytics

2 plans / $110K premiums / 284 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$60K
  • Long-term disability$34K
  • Life$13K
  • Other$3K
Total $110K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • AMERITAS LIFE INSURANCE CORP.54%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA46%
Total $110K2 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • USI INSURANCE SERVICES LLC95%
  • ASSUREDPARTNERS5%
Total $19K2 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

HOUSTON BALLET FOUNDATION RETIREMENT PLAN

403b

Assets$23.0M
Participants651
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

HOUSTON BALLET FOUNDATION STAFF DENTAL PLAN

Fully Insured - AMERITAS LIFE INSURANCE CORP.

Premiums$60K
Covered lives109
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

HOUSTON BALLET FOUNDATION LIFE, ADD AND LONG TERM DISABILITY PLAN

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$50K
Covered lives175
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HOUSTON BALLET FOUNDATION RETIREMENT PLAN403b$23.0M6512025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503HOUSTON BALLET FOUNDATION STAFF DENTAL PLANFully InsuredAMERITAS LIFE INSURANCE CORP.$60K1092024
502HOUSTON BALLET FOUNDATION LIFE, ADD AND LONG TERM DISABILITY PLANFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$50K1752024
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