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Sponsor portfolio

MEHAFFY WEBER PC

EIN 74-1727620-Latest filing 2025
Plans
2
Retirement
1
$39.4M assets
Welfare
1
$1.3M premiums
Participants
282
2615 CALDER ST STE 800 - BEAUMONT, TX 777021954409-835-5011
Plans on this EIN
2 filings
#002401k-$39.4M - 139 part#501Fully Insured-$1.3M - 159 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 159 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Dental$1.1M
  • Short-term disability$79K
  • Long-term disability$79K
  • Vision$53K
  • Life$53K
  • +1 more
Total $1.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • SUN LIFE ASSURANCE COMPANY OF CANADA6%
  • DEARBORN LIFE INSURANCE COMPANY4%
Total $1.3M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HIGGINBOTHAM INS AGENCY INC100%
Total $85K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MEHAFFY & WEBER, P.C. 401(K) PLAN

401k

Assets$39.4M
Participants139
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MEHAFFY WEBER PC WELFARE BENEFITS PLAN

Fully Insured - HEALTH CARE SERVICE CORPORATION

Premiums$1.3M
Covered lives159
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002MEHAFFY & WEBER, P.C. 401(K) PLAN401k$39.4M1392024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MEHAFFY WEBER PC WELFARE BENEFITS PLANFully InsuredHEALTH CARE SERVICE CORPORATION$1.3M1592025
Retirement plans
Welfare plans
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