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Sponsor portfolioTH

TEXAS ASSOCIATION OF SCHOOL BOARDS, INC.

EIN 74-2275519-education management-Latest filing 2025
Plans
3
Retirement
2
$121.0M assets
Welfare
1
$825K premiums
Participants
1,191
PO BOX 400 - AUSTIN, TX 787670400512-467-0222tasb.orgLinkedIn201-500 employeeseducation management
Plans on this EIN
3 filings
#002403b-$119.4M - 691 part#001403b-$1.6M - 30 part#504Mixed-$825K - 467 lives

Retirement portfolio analytics

2 plans aggregated / $121.0M assets / 721 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • INC. RETIREMENT PLAN (#002)99%
  • SHELTERED ANNUITY PLAN (#001)1%
Total $121.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT PLAN (#002)691
  • SHELTERED ANNUITY PLAN (#001)30
Total 721Click row to drill in

Benefits portfolio analytics

1 plan / $825K premiums / 467 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$435K
  • Other$257K
  • Life$246K
  • Long-term disability$96K
  • Vision$37K
Total $825K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • UNITEDHEALTHCARE INSURANCE COMPANY54%
  • HARTFORD LIFE AND ACCIDENT41%
  • VISION SERVICE PLAN5%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
  • SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION0%
Total $825K5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $114K1 slice

Plan deep-dives

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

TEXAS ASSOCIATION OF SCHOOL BOARDS, INC. RETIREMENT PLAN

403b

Assets$119.4M
Participants691
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

TEXAS ASSOCIATION OF SCHOOL BOARDS, INC. SECTION 403(B) TAX SHELTERED ANNUITY PLAN

403b

Assets$1.6M
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

TEXAS ASSOCIATION OF SCHOOL BOARDS, INC. HEALTH AND WELFARE BENEFIT PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$825K
Covered lives467
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002TEXAS ASSOCIATION OF SCHOOL BOARDS, INC. RETIREMENT PLAN403b$119.4M6912024
001TEXAS ASSOCIATION OF SCHOOL BOARDS, INC. SECTION 403(B) TAX SHELTERED ANNUITY PLAN403b$1.6M302025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504TEXAS ASSOCIATION OF SCHOOL BOARDS, INC. HEALTH AND WELFARE BENEFIT PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$825K4672025
Retirement plans
Welfare plans
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