Sponsor portfolio

ECONOMIC OPPORTUNITIES ADVANCEMENT CORPORATION OF PLANNING REGION XI

EIN 74-1549077Latest filing 2025

Plans

Retirement

$2.5M assets

Welfare

$766K premiums

Participants

470

1800 N VALLEY MILLS DR - WACO, TX 767102557254-753-0331

Plans on this EIN

2 filings

#001401k-$2.5M - 309 part #503Mixed-$766K - 173 lives

Benefits portfolio analytics

1 plan / $766K premiums / 173 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Dental$677K
Health$646K
Other$50K
Short-term disability$36K
Life$27K
Long-term disability$3K

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

84%top

AETNA LIFE INSURANCE COMPANY84%
UNUM LIFE INSURANCE COMPANY OF AMERICA5%
BLUE CROSS OF CALIFORNIA4%
COMBINED INSURANCE COMPANY OF AMERICA3%
HARTFORD LIFE AND ACCIDENT1%
+3 more

Broker market share

Schedule A broker compensation

Split broker

96%top

HIGGINBOTHAM INS AGENCY INC96%
FINANCIAL BENEFIT SERVICES LLC2%
FBS-HIA, LLC1%
MASS GROUP MARKETING INC0%
THEBENEFITSHUB, LLC DBA ALLS0%

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.

Retirement#001

403(B) THRIFT PLAN FOR EMPLOYEES OF ECONOMIC OPPORTUNITIES ADVANCEMENT CORPORATION

401k

Assets$2.5M

Participants309

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#503