PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. TEXAS RESEARCH INTERNATIONAL, INC.
Sponsor portfolio

TEXAS RESEARCH INTERNATIONAL, INC.

EIN 74-1818834-research-Latest filing 2025
Plans
3
Retirement
2
$29.6M assets
Welfare
1
$1.5M premiums
Participants
486
9063 BEE CAVES ROAD - AUSTIN, TX 78733512-615-4442tri-intl.comLinkedIn51-200 employeesresearch
Plans on this EIN
3 filings
#001401k-$23.7M - 223 part#002ESOP-$5.9M - 120 part#501Fully Insured-$1.5M - 246 lives

Retirement portfolio analytics

2 plans aggregated / $29.6M assets / 343 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • INTERNATIONAL, INC. 401(K) (#001)80%
  • PLAN & TRUST (#002)20%
Total $29.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INTERNATIONAL, INC. 401(K) (#001)223
  • PLAN & TRUST (#002)120
Total 343Click row to drill in

Benefits portfolio analytics

1 plan / $1.5M premiums / 246 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Prescription drug$1.3M
  • Dental$100K
  • Other$91K
  • Vision$86K
  • Life$86K
  • +2 more
Total $1.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • METROPOLITAN LIFE INSURANCE COMPANY7%
  • DEARBORN LIFE INSURANCE COMPANY6%
  • WORKERS ASSISTANCE PROGRAM, INC.0%
Total $1.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • LEWIS WATKINS FARMER AGENCY INC91%
  • CENTRO BENEFITS RESEARCH LLC8%
  • ENROLLEASE2%
Total $78K3 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

TEXAS RESEARCH INTERNATIONAL, INC. 401(K) PLAN

401k

Assets$23.7M
Participants223
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

TEXAS RESEARCH INTERNATIONAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST

ESOP

Assets$5.9M
Participants120
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TEXAS RESEARCH INTERNATIONAL, INC. WELFARE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$1.5M
Covered lives246
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001TEXAS RESEARCH INTERNATIONAL, INC. 401(K) PLAN401k$23.7M2232024
002TEXAS RESEARCH INTERNATIONAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUSTESOP$5.9M1202024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TEXAS RESEARCH INTERNATIONAL, INC. WELFARE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$1.5M2462025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica