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Sponsor portfolio

LAKE FLATO ARCHITECTS, INC.

EIN 74-2452327-architecture & planning-Latest filing 2025
Plans
2
Retirement
1
$24.8M assets
Welfare
1
$1.1M premiums
Participants
315
311 3RD STREET - SAN ANTONIO, TX 78205210-227-3335lakeflato.comLinkedIn51-200 employeesarchitecture & planning
Plans on this EIN
2 filings
#001401k-$24.8M - 173 part#501Fully Insured-$1.1M - 231 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 231 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.1M
  • Health$951K
  • Dental$951K
  • Vision$154K
  • Life$154K
  • Short-term disability$154K
  • +1 more
Total $1.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • BLUE CROSS OF CALIFORNIA86%
  • DEARBORN LIFE INSURANCE COMPANY14%
  • MEDICAL AIR SERVICES ASSOCIATION, INC.0%
Total $1.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
57%top
  • HUB INTERNATIONAL MIDWEST LIMITED57%
  • EXPERINS, LLC41%
  • CATTO & CATTO BENEFITS GROUP LLP2%
Total $90K3 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

LAKE/FLATO ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$24.8M
Participants173
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LAKE FLATO ARCHITECTS GROUP INSURANCE PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF TEXAS

Premiums$1.1M
Covered lives231
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LAKE/FLATO ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN AND TRUST401k$24.8M1732024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LAKE FLATO ARCHITECTS GROUP INSURANCE PLANFully InsuredBLUE CROSS BLUE SHIELD OF TEXAS$1.1M2312025
Retirement plans
Welfare plans
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