PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. E-Z BEL CONSTRUCTION COMPANY LLC
Sponsor portfolio

E-Z BEL CONSTRUCTION COMPANY LLC

EIN 74-1894400-construction-Latest filing 2025
Plans
3
Retirement
2
$5.1M assets
Welfare
1
$790K premiums
Participants
618
203 RECOLETA ROAD - SAN ANTONIO, TX 78216210-736-6595ezbelconstruction.comLinkedIn201-500 employeesconstruction
Plans on this EIN
3 filings
#001401k-$3.6M - 221 part#002ESOP-$1.5M - 204 part#502Mixed-$790K - 312 lives

Retirement portfolio analytics

2 plans aggregated / $5.1M assets / 425 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • E-Z BEL 401(K) (#001)70%
  • EMPLOYEE STOCK OWNERSHIP (#002)30%
Total $5.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • E-Z BEL 401(K) (#001)221
  • EMPLOYEE STOCK OWNERSHIP (#002)204
Total 425Click row to drill in

Benefits portfolio analytics

1 plan / $790K premiums / 312 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$576K
  • Other$299K
  • Dental$293K
  • Vision$293K
  • Life$293K
  • Short-term disability$293K
  • +2 more
Total $897K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • BERKLEY LIFE AND HEALTH INSURANCE COMPANY64%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA33%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY2%
  • WORKERS ASSISTANCE PROGRAM, INC.1%
Total $897K4 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • HUB INTERNATIONAL MIDWEST LIMITED97%
  • CATTO & CATTO BENEFITS GROUP LLP3%
Total $67K2 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

E-Z BEL 401(K) PLAN

401k

Assets$3.6M
Participants221
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

E-Z BEL EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$1.5M
Participants204
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

E-Z BEL CONSTRUCTION COMPANY LLC EMPLOYEE BENEFITS PLAN

Mixed - BERKLEY LIFE AND HEALTH INSURANCE

Premiums$790K
Covered lives312
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001E-Z BEL 401(K) PLAN401k$3.6M2212024
002E-Z BEL EMPLOYEE STOCK OWNERSHIP PLANESOP$1.5M2042024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502E-Z BEL CONSTRUCTION COMPANY LLC EMPLOYEE BENEFITS PLANMixedBERKLEY LIFE AND HEALTH INSURANCE$790K3122025
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