PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. MELTON & MELTON, L.L.P.
Sponsor portfolio

MELTON & MELTON, L.L.P.

EIN 74-1550819-accounting-Latest filing 2025
Plans
2
Retirement
1
$41.8M assets
Welfare
1
$844K premiums
Participants
297
6002 ROGERDALE RD., STE. 200 - HOUSTON, TX 77072281-759-1120melton-melton.comLinkedIn51-200 employeesaccounting
Plans on this EIN
2 filings
#001401k-$41.8M - 167 part#520Fully Insured-$844K - 177 lives

Benefits portfolio analytics

1 plan / $844K premiums / 177 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$664K
  • Dental$180K
  • Vision$180K
  • Life$180K
  • Short-term disability$180K
  • Long-term disability$180K
  • +1 more
Total $844K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY79%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA21%
Total $844K2 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • LOCKTON COMPANIES, LLC74%
  • ASSUREDPARTNERS26%
Total $130K2 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

MELTON & MELTON SALARY DEFERRAL PLAN AND TRUST

401k

Assets$41.8M
Participants167
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520

MELTON & MELTON L.L.P. PREMIUM ONLY PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$844K
Covered lives177
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MELTON & MELTON SALARY DEFERRAL PLAN AND TRUST401k$41.8M1672024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
520MELTON & MELTON L.L.P. PREMIUM ONLY PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$844K1772025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica