Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
MCLENNAN COUNTY MEDICAL EDUCATION AND RESEARCH FOUNDATION
EIN 74-1873453medical practiceLatest filing 2025
Plans
3
Retirement
2
$55.0M assets
Welfare
1
$1.7M premiums
Participants
1,960
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $55.0M assets / 1,276 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.7M premiums / 684 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$1.1M
- Other$556K
- Dental$458K
- Vision$458K
- Long-term disability$458K
- Life$98K
Carrier market share
Premium dollars by Schedule A carrier
66%top
- HCC LIFE INSURANCE COMPANY66%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA28%
- UNITED OF OMAHA LIFE INSURANCE COMPANY6%
Broker market share
Schedule A broker compensation
100%top
- ETHOS RISK ADVISORS LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
WACO FAMILY MEDICINE 401(A)PLAN
ProfitSharing
Assets$28.0M
Participants550
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
WACO FAMILY MEDICINE 403(B) PLAN
403b
Assets$27.0M
Participants726
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FAMILY HEALTH CENTER EMPLOYEE BENEFIT PLAN
Mixed - TOKIO MARINE
Premiums$1.7M
Covered lives684
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | WACO FAMILY MEDICINE 401(A)PLAN | ProfitSharing | $28.0M | 550 | 2025 | |
| 004 | WACO FAMILY MEDICINE 403(B) PLAN | 403b | $27.0M | 726 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FAMILY HEALTH CENTER EMPLOYEE BENEFIT PLAN | Mixed | TOKIO MARINE | $1.7M | 684 | 2024 |
Retirement plans
Welfare plans