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Sponsor portfolio

CAVENDER INTERESTS

EIN 74-1619391-Latest filing 2025
Plans
3
Retirement
1
$29.3M assets
Welfare
2
$1.3M premiums
Participants
3,370
5778 STEMMONS DRIVE, SUITE 130 - SAN ANTONIO, TX 78238210-521-5200
Plans on this EIN
3 filings
#001401k-$29.3M - 1,859 part#501Mixed-$1.2M - 1,511 lives#503Fully Insured-$107K - 1,511 lives

Benefits portfolio analytics

2 plans / $1.3M premiums / 3,022 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.2M
  • Vision$1.2M
  • Life$1.2M
  • Short-term disability$1.2M
  • Long-term disability$1.2M
  • Other$1.2M
Total $1.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $1.2M1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • FROST INSURANCE AGENCY INC100%
Total $135K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE CAVENDER EMPLOYEE CAPITAL ACCUMULATION PLAN

401k

Assets$29.3M
Participants1,859
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CAVENDER EMPLOYEE BENEFIT PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.2M
Covered lives1,511
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

CAVENDER DENTAL PLAN

Fully Insured - GUARDIAN LIFE INSURANCE

Premiums$107K
Covered lives1,511
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE CAVENDER EMPLOYEE CAPITAL ACCUMULATION PLAN401k$29.3M1,8592024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CAVENDER EMPLOYEE BENEFIT PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$1.2M1,5112025
503CAVENDER DENTAL PLANFully InsuredGUARDIAN LIFE INSURANCE$107K1,5112024
Retirement plans
Welfare plans
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