Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.6M
- Dental$1.6M
- Prescription drug$1.6M
- Vision$176K
- Life$176K
- Other$176K
Sponsor portfolio
SPFM, LP
EIN 74-2738856higher educationLatest filing 2025
Plans
2
Retirement
1
$10.1M assets
Welfare
1
$1.8M premiums
Participants
146
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.8M premiums / 343 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- BLUE CROSS OF CALIFORNIA90%
- DEARBORN LIFE INSURANCE COMPANY10%
Broker market share
Schedule A broker compensation
98%top
- TRINITY INSURANCE ADVISORS, LLC98%
- ASSUREDPARTNERS2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SPFM, L.P. 401(K) PLAN
401k
Assets$10.1M
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SPFM, LP WRAP PLAN
Fully Insured - BLUECROSS BLUESHIELD OF TEXAS
Premiums$1.8M
Covered lives343
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SPFM, L.P. 401(K) PLAN | 401k | $10.1M | 0 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SPFM, LP WRAP PLAN | Fully Insured | BLUECROSS BLUESHIELD OF TEXAS | $1.8M | 343 | 2025 |
Retirement plans
Welfare plans