Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$449K
- Other$78K
- Vision$60K
- Life$60K
- Short-term disability$60K
- Long-term disability$60K
Sponsor portfolio
HEARD AND SMITH LLP
EIN 74-2712971legal servicesLatest filing 2025
Plans
2
Retirement
1
$5.2M assets
Welfare
1
$527K premiums
Participants
275
10715 GULFDALE STE 100 - SAN ANTONIO, TX 78216210-477-5522heardandsmith.comLinkedIn51-200 employeeslegal services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $527K premiums / 114 covered livesCarrier market share
Premium dollars by Schedule A carrier
85%top
- BLUE CROSS OF CALIFORNIA85%
- DEARBORN LIFE INSURANCE COMPANY11%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
- ZURICH AMERICAN INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
97%top
- BUSINESS PLANNING CONCEPTS97%
- EMILY ALLCORN1%
- RICK R. CLARY1%
- ACCURISK SOLUTIONS, LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HEARD & SMITH, LLP 401(K) RETIREMENT PLAN
401k
Assets$5.2M
Participants161
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
HEARD & SMITH HEALTH & WELFARE BENEFITS PLAN
Mixed - BLUECROSS BLUESHIELD OF TEXAS
Premiums$527K
Covered lives114
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HEARD & SMITH, LLP 401(K) RETIREMENT PLAN | 401k | $5.2M | 161 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | HEARD & SMITH HEALTH & WELFARE BENEFITS PLAN | Mixed | BLUECROSS BLUESHIELD OF TEXAS | $527K | 114 | 2025 |
Retirement plans
Welfare plans