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Sponsor portfolio

KOLDER, INC.

EIN 74-2243674-Manufacturing-Latest filing 2025
Plans
2
Retirement
1
$10.5M assets
Welfare
1
$1.2M premiums
Participants
372
507 W. OWASSA, SUITE D - EDINBURG, TX 78539956-381-9851
Plans on this EIN
2 filings
#001401k-$10.5M - 182 part#501Fully Insured-$1.2M - 190 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 190 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$210K
  • Other$131K
  • Short-term disability$74K
  • Dental$64K
  • Vision$64K
  • Life$57K
Total $1.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • AETNA LIFE INSURANCE COMPANY84%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
  • PRINCIPAL LIFE INSURANCE COMPANY5%
  • HARTFORD LIFE AND ACCIDENT5%
Total $1.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • SHEPARD & WALTON LIFE INS AGENCY72%
  • SHEPARD & WALTON LIFE INSURANCE28%
  • OPES ONE ADVISORS LLC0%
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

KOLDER, INC. 401(K) PLAN

401k

Assets$10.5M
Participants182
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KOLDER, INC. EMPLOYEE BENEFIT PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY & AFFILIATES

Premiums$1.2M
Covered lives190
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KOLDER, INC. 401(K) PLAN401k$10.5M1822025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KOLDER, INC. EMPLOYEE BENEFIT PLANFully InsuredAETNA LIFE INSURANCE COMPANY & AFFILIATES$1.2M1902024
Retirement plans
Welfare plans
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