Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HEART OF TEXAS BEHAVIORAL NETWORK
EIN 74-1622958mental health careLatest filing 2025
Plans
4
Retirement
2
$57.8M assets
Welfare
2
$685K premiums
Participants
1,327
6400 IMPERIAL DRIVE - WACO, TX 76710254-297-7121hotbhn.orgLinkedIn201-500 employeesmental health care
Plans on this EIN
4 filingsRetirement portfolio analytics
2 plans aggregated / $57.8M assets / 886 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $685K premiums / 441 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$685K
- Life$673K
- Short-term disability$673K
- Dental$542K
- Vision$542K
- Long-term disability$542K
Carrier market share
Premium dollars by Schedule A carrier
79%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY79%
- UNUM LIFE INSURANCE COMPANY OF AMERICA19%
- CURALINC HEALTHCARE2%
Broker market share
Schedule A broker compensation
83%top
- MARSH & MCLENNAN AGENCY LLC83%
- NATIONAL ENROLLMENT PARTNERS LLC4%
- MICHELE E MARTIN3%
- STEPHANIE ANN VINCENT3%
- DEACON CHARLES KAVANAUGH3%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
EMPLOYEE BENEFIT PLAN OF HEART OF TEXAS REGION MH/MR CENTER
401k
Assets$46.6M
Participants748
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TAX DEFERRED ANNUITY PLAN OF HEART OF TEXAS BEHAVIORAL HEALTH NETWORK
401k
Assets$11.2M
Participants138
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
COMPREHENSIVE HEALTH AND LIFE INSURANCE PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$685K
Covered lives441
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
HOTBHN HEALTH REIMBURSEMENT ARRANGEMENT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | EMPLOYEE BENEFIT PLAN OF HEART OF TEXAS REGION MH/MR CENTER | 401k | $46.6M | 748 | 2024 | |
| 002 | TAX DEFERRED ANNUITY PLAN OF HEART OF TEXAS BEHAVIORAL HEALTH NETWORK | 401k | $11.2M | 138 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | COMPREHENSIVE HEALTH AND LIFE INSURANCE PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $685K | 441 | 2025 | |
| 505 | HOTBHN HEALTH REIMBURSEMENT ARRANGEMENT PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans