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  2. ACADEMY, LTD
Sponsor portfolio

ACADEMY, LTD

EIN 74-1670067-retail-Latest filing 2025
Plans
3
Retirement
1
$364.8M assets
Welfare
2
$4.6M premiums
Participants
45,757
1540 NORTH MASON ROAD - KATY, TX 77449281-944-6726academy.comLinkedIn10001+ employeesretail
Plans on this EIN
3 filings
#001401k-$364.8M - 25,581 part#506Mixed-$4.6M - 10,384 lives#525Self Funded-0 lives

Benefits portfolio analytics

2 plans / $4.6M premiums / 10,384 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$4.0M
  • Short-term disability$4.0M
  • Long-term disability$4.0M
  • Other$4.0M
  • Vision$624K
Total $4.6M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA86%
  • VISION SERVICE PLAN14%
  • HARTFORD LIFE AND ACCIDENT0%
Total $4.6M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $230K1 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

ACADEMY, LTD. 401(K) PROFIT SHARING PLAN

401k

Assets$364.8M
Participants25,581
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

ACADEMY, LTD WELFARE BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$4.6M
Covered lives10,384
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#525

ACADEMY, LTD. TEXAS WORK INJURY BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ACADEMY, LTD. 401(K) PROFIT SHARING PLAN401k$364.8M25,5812024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
506ACADEMY, LTD WELFARE BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$4.6M10,3842025
525ACADEMY, LTD. TEXAS WORK INJURY BENEFIT PLANSelf Funded-$002025
Retirement plans
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