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Sponsor portfolio

MCREE FORD, INC.

EIN 74-1547557-Retail Trade-Latest filing 2025
Plans
3
Retirement
1
$10.7M assets
Welfare
2
$1.7M premiums
Participants
384
P. O. BOX 577 - DICKINSON, TX 77539281-337-1529
Plans on this EIN
3 filings
#001401k-$10.7M - 193 part#502Fully Insured-$1.7M - 164 lives#501Self Funded-0 lives

Benefits portfolio analytics

2 plans / $1.7M premiums / 164 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Dental$74K
  • Vision$74K
  • Short-term disability$44K
  • Life$39K
  • Other$39K
  • +1 more
Total $1.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • BLUE CROSS OF CALIFORNIA86%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY6%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY4%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
Total $1.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • USI INSURANCE SERVICES LLC92%
  • TOTAL BENEFIT SOLUTIONS8%
Total $131K2 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

MCREE FORD, INC. RETIREMENT SAVINGS PLAN

401k

Assets$10.7M
Participants193
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

MCREE FORD, INC. BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$1.7M
Covered lives164
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

DALE HOLDINGS FLEXIBLE BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MCREE FORD, INC. RETIREMENT SAVINGS PLAN401k$10.7M1932025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502MCREE FORD, INC. BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$1.7M1642025
501DALE HOLDINGS FLEXIBLE BENEFIT PLANSelf Funded-$002025
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