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Sponsor portfolio

POLUNSKY & BEITEL, P.C.

EIN 74-1935175-legal services-Latest filing 2025
Plans
2
Retirement
1
$7.0M assets
Welfare
1
$284K premiums
Participants
323
17806 IH 10 WEST, SUITE 450 - SAN ANTONIO, TX 78257210-349-4488LinkedIn201-500 employeeslegal services
Plans on this EIN
2 filings
#001401k-$7.0M - 177 part#501Mixed-$284K - 244 lives

Benefits portfolio analytics

1 plan / $284K premiums / 244 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$180K
  • Life$133K
  • Short-term disability$133K
  • Long-term disability$133K
  • Dental$104K
  • Vision$104K
Total $284K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
47%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY47%
  • AETNA LIFE INSURANCE COMPANY37%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY16%
Total $284K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SWBC LIFE INSURANCE AGENCY, INC.100%
Total $34K1 slice

Plan deep-dives

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

POLUNSKY & BEITEL, P.C. 401(K) PLAN

401k

Assets$7.0M
Participants177
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

POLUNSKY & BEITEL, P.C. HEALTH & WELFARE PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$284K
Covered lives244
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001POLUNSKY & BEITEL, P.C. 401(K) PLAN401k$7.0M1772024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501POLUNSKY & BEITEL, P.C. HEALTH & WELFARE PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$284K2442025
Retirement plans
Welfare plans
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