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Sponsor portfolio

THE ADAM CORPORATION/GROUP

EIN 74-2270146-financial services-Latest filing 2025
Plans
2
Retirement
1
$81.3M assets
Welfare
1
$769K premiums
Participants
2,283
ONE MOMENTUM BOULEVARD, SUITE 1000 - COLLEGE STATION, TX 77845979-599-9484LinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filings
#002401k-$81.3M - 1,452 part#501Mixed-$769K - 1,258 lives

Benefits portfolio analytics

1 plan / $769K premiums / 1,258 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$708K
  • Life$708K
  • Long-term disability$708K
  • Other$708K
  • Vision$61K
Total $769K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • METROPOLITAN LIFE INSURANCE COMPANY92%
  • UNITEDHEALTHCARE INSURANCE COMPANY8%
Total $769K2 slices

Broker market share

Schedule A broker compensation

Split broker
60%top
  • PLUMHOFF AND ASSOCIATES, INC.60%
  • USI INSURANCE SERVICES LLC40%
Total $226K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

THE ADAM CORPORATION/GROUP 401(K) PLAN

401k

Assets$81.3M
Participants1,452
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE ADAM CORPORATION/GROUP BENEFIT PLANS

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$769K
Covered lives1,258
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002THE ADAM CORPORATION/GROUP 401(K) PLAN401k$81.3M1,4522025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE ADAM CORPORATION/GROUP BENEFIT PLANSMixedMETROPOLITAN LIFE INSURANCE COMPANY$769K1,2582025
Retirement plans
Welfare plans
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