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  2. BELL & MCCOY COMPANIES, INC.
Sponsor portfolio

BELL & MCCOY COMPANIES, INC.

EIN 74-1718203-Latest filing 2025
Plans
2
Retirement
1
$19.5M assets
Welfare
1
$390K premiums
Participants
1,198
7210 NORTH LOOP E FWY - HOUSTON, TX 77028713-223-4146
Plans on this EIN
2 filings
#003401k-$19.5M - 503 part#501Mixed-$390K - 695 lives

Benefits portfolio analytics

1 plan / $390K premiums / 695 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$233K
  • Life$155K
  • Short-term disability$152K
  • Long-term disability$152K
  • Dental$5K
  • Vision$5K
Total $390K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA99%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY1%
Total $390K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $144K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

BELL & MCCOY 401(K) PLAN

401k

Assets$19.5M
Participants503
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BELL & MCCOY COMPANIES WELFARE BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$390K
Covered lives695
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003BELL & MCCOY 401(K) PLAN401k$19.5M5032024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BELL & MCCOY COMPANIES WELFARE BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$390K6952025
Retirement plans
Welfare plans
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