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Sponsor portfolio

BROADDUS & ASSOCIATES, INC.

EIN 74-2985884-construction-Latest filing 2025
Plans
2
Retirement
1
$14.0M assets
Welfare
1
$2.4M premiums
Participants
319
1301 SOUTH CAPITAL OF TEXAS HIGHWAY, SUITE A-302 - AUSTIN, TX 78746512-347-3671broaddusassociates.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filings
#001401k-$14.0M - 168 part#501Fully Insured-$2.4M - 359 lives

Benefits portfolio analytics

1 plan / $2.4M premiums / 359 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Dental$2.1M
  • Prescription drug$2.1M
  • Life$184K
  • Short-term disability$184K
  • Long-term disability$184K
  • +2 more
Total $2.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY8%
  • DEARBORN LIFE INSURANCE COMPANY1%
Total $2.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • USI INSURANCE SERVICES LLC97%
  • EBENEFIT MARKETPLACE, LLC3%
Total $137K2 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

BROADDUS & ASSOCIATES, INC. 401(K) PLAN

401k

Assets$14.0M
Participants168
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BROADDUS & ASSOCIATES, INC. HEALTH AND WELFARE PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$2.4M
Covered lives359
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BROADDUS & ASSOCIATES, INC. 401(K) PLAN401k$14.0M1682024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BROADDUS & ASSOCIATES, INC. HEALTH AND WELFARE PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$2.4M3592025
Retirement plans
Welfare plans
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