Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.3M
- Prescription drug$1.3M
- Stop-loss$1.3M
- Dental$110K
- Vision$110K
- Life$54K
- +1 more
Sponsor portfolio
C.L. THOMAS, INC.
EIN 74-2137687Latest filing 2025
Plans
2
Retirement
1
$28.9M assets
Welfare
1
$1.5M premiums
Participants
1,482
P.O. BOX 1876 - VICTORIA, TX 77902361-582-5100
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.5M premiums / 288 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- BLUE CROSS OF CALIFORNIA89%
- METROPOLITAN LIFE INSURANCE COMPANY7%
- UNITED OF OMAHA LIFE INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
94%top
- USI INSURANCE SERVICES LLC94%
- TRUVERIS, INC6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
C.L. THOMAS, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$28.9M
Participants1,270
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
C.L. THOMAS, INC. & AFFILIATES EMPLOYEE BENEFIT PLAN
Fully Insured - BLUECROSS BLUESHIELD OF TEXAS
Premiums$1.5M
Covered lives288
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | C.L. THOMAS, INC. 401(K) PROFIT SHARING PLAN | 401k | $28.9M | 1,270 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | C.L. THOMAS, INC. & AFFILIATES EMPLOYEE BENEFIT PLAN | Fully Insured | BLUECROSS BLUESHIELD OF TEXAS | $1.5M | 288 | 2025 |
Retirement plans
Welfare plans