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Sponsor portfolio

THE BROOKWOOD COMMUNITY

EIN 74-1587672-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$7.2M assets
Welfare
1
$132K premiums
Participants
387
1752 FM 1489 RD - BROOKSHIRE, TX 774238809281-375-2185brookwoodcommunity.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
2 filings
#002OtherDC-$7.2M - 274 part#501Mixed-$132K - 222 lives

Benefits portfolio analytics

1 plan / $132K premiums / 222 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$81K
  • Vision$81K
  • Life$51K
  • Short-term disability$51K
  • Long-term disability$51K
  • Other$51K
Total $132K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • AMERITAS LIFE INSURANCE CORP.61%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY39%
Total $132K2 slices

Broker market share

Schedule A broker compensation

Split broker
78%top
  • BCI INSURANCE SOLUTIONS, INC.78%
  • CENTRO BENEFITS RESEARCH LLC18%
  • LEWIS WATKINS FARMER AGENCY INC4%
Total $18K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

THE BROOKWOOD COMMUNITY TAX DEFERRED ANNUITY PLAN

OtherDC

Assets$7.2M
Participants274
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE BROOKWOOD COMMUNITY, INC. HEALTH & WELFARE PLAN

Mixed - AMERITAS LIFE INSURANCE CORPORATION

Premiums$132K
Covered lives222
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002THE BROOKWOOD COMMUNITY TAX DEFERRED ANNUITY PLANOtherDC$7.2M2742025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE BROOKWOOD COMMUNITY, INC. HEALTH & WELFARE PLANMixedAMERITAS LIFE INSURANCE CORPORATION$132K2222025
Retirement plans
Welfare plans
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