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Sponsor portfolioTH

TEXAS UNITED CORPORATION

EIN 74-1663878-law practice-Latest filing 2025
Plans
3
Retirement
2
$224.1M assets
Welfare
1
$703K premiums
Participants
2,093
4800 SAN FELIPE - HOUSTON, TX 77056713-877-2600LinkedIn1-10 employeeslaw practice
Plans on this EIN
3 filings
#001TraditionalDB-$143.3M - 862 part#003401k-$80.8M - 687 part#501Mixed-$703K - 1,187 lives

Retirement portfolio analytics

2 plans aggregated / $224.1M assets / 1,549 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • UNITED CORPORATION PENSION (#001)64%
  • UNITED CORPORATION 401(K) (#003)36%
Total $224.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
64%top
  • FIDELITY INVESTMENTS INSTITUTIONAL64%
  • (Not disclosed)36%
Total $224.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • UNITED CORPORATION PENSION (#001)862
  • UNITED CORPORATION 401(K) (#003)687
Total 1,549Click row to drill in

Benefits portfolio analytics

1 plan / $703K premiums / 1,187 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$654K
  • Life$650K
  • Short-term disability$650K
  • Long-term disability$650K
  • Vision$49K
Total $703K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • METROPOLITAN LIFE INSURANCE COMPANY93%
  • UNITEDHEALTHCARE INSURANCE COMPANY7%
  • MAGELLAN HEALTHCARE0%
Total $703K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $45K1 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

TEXAS UNITED CORPORATION PENSION PLAN

TraditionalDB

Assets$143.3M
Participants862
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

TEXAS UNITED CORPORATION 401(K) PLAN

401k

Assets$80.8M
Participants687
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TEXAS UNITED CORPORATION A&S HSM HEALTH AND WELFARE PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$703K
Covered lives1,187
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001TEXAS UNITED CORPORATION PENSION PLANTraditionalDB$143.3M8622024
003TEXAS UNITED CORPORATION 401(K) PLAN401k$80.8M6872024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TEXAS UNITED CORPORATION A&S HSM HEALTH AND WELFARE PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$703K1,1872025
Retirement plans
Welfare plans
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