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Sponsor portfolio

THE BROUSSARD GROUP

EIN 74-2485594-construction-Latest filing 2025
Plans
3
Retirement
2
$19.1M assets
Welfare
1
$1.3M premiums
Participants
452
3232 E CESAR CHAVEZ ST. - AUSTIN, TX 787024973512-327-1011LinkedIn11-50 employeesconstruction
Plans on this EIN
3 filings
#004ESOP-$10.2M - 168 part#001401k-$8.9M - 151 part#501Fully Insured-$1.3M - 196 lives

Retirement portfolio analytics

2 plans aggregated / $19.1M assets / 319 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • EMPLOYEE STOCK OWNERSHIP (#004)53%
  • TBG PARTNERS 401(K) (#001)47%
Total $19.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#004)168
  • TBG PARTNERS 401(K) (#001)151
Total 319Click row to drill in

Benefits portfolio analytics

1 plan / $1.3M premiums / 196 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Dental$1.3M
  • Vision$1.3M
  • Life$1.3M
  • Short-term disability$1.3M
  • Long-term disability$1.3M
  • +2 more
Total $1.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITEDHEALTHCARE INSURANCE COMPANY100%
Total $1.3M1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $56K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

TBG PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$10.2M
Participants168
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

TBG PARTNERS 401(K) PLAN

401k

Assets$8.9M
Participants151
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE BROUSSARD GROUP HEALTH AND WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.3M
Covered lives196
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004TBG PARTNERS EMPLOYEE STOCK OWNERSHIP PLANESOP$10.2M1682025
001TBG PARTNERS 401(K) PLAN401k$8.9M1512025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE BROUSSARD GROUP HEALTH AND WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.3M1962025
Retirement plans
Welfare plans
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