PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. LIAISON RESOURCES, LP
Sponsor portfolio

LIAISON RESOURCES, LP

EIN 74-2927321-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$14.0M assets
Welfare
1
$502K premiums
Participants
302
3907 MEDICAL PARKWAY, SUITE 200 - AUSTIN, TX 78756314-962-6780liaisonresources.comLinkedIn201-500 employees
Plans on this EIN
2 filings
#001401k-$14.0M - 186 part#501Fully Insured-$502K - 153 lives

Benefits portfolio analytics

1 plan / $502K premiums / 153 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$378K
  • Prescription drug$378K
  • Other$124K
  • Dental$110K
  • Vision$110K
  • Life$110K
  • +2 more
Total $502K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY75%
  • METROPOLITAN LIFE INSURANCE COMPANY22%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
Total $502K3 slices

Broker market share

Schedule A broker compensation

Split broker
66%top
  • CHERRY CREEK BENEFITS66%
  • ROGERS BENEFIT GROUP INC19%
  • CENTRO BENEFITS RESEARCH LLC10%
  • MELISSA B MADTES2%
  • NFP INSURANCE SERVICES INC1%
  • +3 more
Total $65K8 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

LIAISON RESOURCES, LP 401(K) SAVINGS PLAN

401k

Assets$14.0M
Participants186
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LIAISON RESOURCES HEALTH & WELFARE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$502K
Covered lives153
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LIAISON RESOURCES, LP 401(K) SAVINGS PLAN401k$14.0M1862025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LIAISON RESOURCES HEALTH & WELFARE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$502K1532025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica