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Sponsor portfolio

WALSH GALLEGOS KYLE ROBINSON & ROALSON P.C.

EIN 74-2279224-law practice-Latest filing 2025
Plans
2
Retirement
1
$41.4M assets
Welfare
1
$2.2M premiums
Participants
352
1020 NE LOOP 410, SUITE 450 - SAN ANTONIO, TX 78209512-454-6864walshgallegos.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$41.4M - 234 part#501Fully Insured-$2.2M - 172 lives

Benefits portfolio analytics

1 plan / $2.2M premiums / 172 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Dental$2.1M
  • Vision$2.1M
  • Other$137K
  • Life$103K
  • Short-term disability$103K
  • +1 more
Total $2.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • UNITEDHEALTHCARE INSURANCE COMPANY94%
  • PRINCIPAL LIFE INSURANCE COMPANY5%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY1%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY1%
Total $2.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • EDGEWOOD PARTNERS INSURANCE CENTER92%
  • GALLAGHER BENEFIT SERVICES, INC.4%
  • GARRY L JOHNSON & ASSOCIATES INC4%
  • FIRST FINANCIAL CAPITAL CORPORATION0%
Total $60K4 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

WALSH GALLEGOS 401(K) PLAN

401k

Assets$41.4M
Participants234
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WALSH GALLEGOS HEALTH & WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.2M
Covered lives172
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WALSH GALLEGOS 401(K) PLAN401k$41.4M2342024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WALSH GALLEGOS HEALTH & WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.2M1722025
Retirement plans
Welfare plans
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