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  1. Companies/
  2. BELMONT VILLAGE L.P.
Sponsor portfolio

BELMONT VILLAGE L.P.

EIN 74-2868232-real estate-Latest filing 2025
Plans
3
Retirement
1
$59.2M assets
Welfare
2
$2.3M premiums
Participants
5,460
7660 WOODWAY DRIVE, SUITE 400 - HOUSTON, TX 77063713-463-1724LinkedIn11-50 employeesreal estate
Plans on this EIN
3 filings
#001401k-$59.2M - 2,953 part#501Mixed-$2.3M - 3,868 lives#503Self Funded-0 lives

Benefits portfolio analytics

2 plans / $2.3M premiums / 3,868 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.3M
  • Other$986K
  • Life$935K
  • Long-term disability$685K
  • Vision$96K
Total $2.3M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • METROPOLITAN LIFE INSURANCE COMPANY54%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA40%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY4%
  • TELUS HEALTH (US) LTD.2%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $2.3M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $96K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BELMONT VILLAGE, L.P. 401(K) SAVINGS PLAN

401k

Assets$59.2M
Participants2,953
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BELMONT VILLAGE, LP HEALTHCARE BENEFITS PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$2.3M
Covered lives3,868
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

BELMONT VILLAGE, L. P. TEXAS INJURY BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BELMONT VILLAGE, L.P. 401(K) SAVINGS PLAN401k$59.2M2,9532024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BELMONT VILLAGE, LP HEALTHCARE BENEFITS PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$2.3M3,8682025
503BELMONT VILLAGE, L. P. TEXAS INJURY BENEFIT PLANSelf Funded-$002025
Retirement plans
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