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Sponsor portfolio

PARRISH & CO., INC.

EIN 74-1730530-insurance-Latest filing 2025
Plans
2
Retirement
1
$11.5M assets
Welfare
1
$898K premiums
Participants
307
18443 STATE HWY 46 W - BULVERDE, TX 78163830-980-9595parrishinsuranceconsulting.comLinkedIn1-10 employeesinsurance
Plans on this EIN
2 filings
#001401k-$11.5M - 171 part#501Fully Insured-$898K - 213 lives

Benefits portfolio analytics

1 plan / $898K premiums / 213 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$743K
  • Other$155K
  • Dental$132K
  • Vision$132K
  • Life$132K
  • Short-term disability$132K
  • +1 more
Total $898K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • BLUE CROSS OF CALIFORNIA83%
  • METROPOLITAN LIFE INSURANCE COMPANY15%
  • MANHATTANLIFE3%
Total $898K3 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • 19 21 CONSULTANTS CO., LLC76%
  • THE BALDWIN GROUP WEST LLC17%
  • CENTERSTONE INSURANCE AND FINANCIAL7%
Total $76K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PARRISH & COMPANY 401(K) PLAN

401k

Assets$11.5M
Participants171
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PARRISH & CO., INC. WRAP PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF TEXAS

Premiums$898K
Covered lives213
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PARRISH & COMPANY 401(K) PLAN401k$11.5M1712024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PARRISH & CO., INC. WRAP PLANFully InsuredBLUE CROSS BLUE SHIELD OF TEXAS$898K2132025
Retirement plans
Welfare plans
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