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Sponsor portfolioTH

LONE STAR CIRCLE OF CARE

EIN 74-3001674-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$29.4M assets
Welfare
1
$699K premiums
Participants
1,608
2423 WILLIAMS DRIVE #107 - GEORGETOWN, TX 78628877-800-5722lonestarcares.orgLinkedIn501-1000 employeeshospital & health care
Plans on this EIN
2 filings
#001403b-$29.4M - 923 part#501Mixed-$699K - 659 lives

Benefits portfolio analytics

1 plan / $699K premiums / 659 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$653K
  • Life$652K
  • Short-term disability$652K
  • Other$652K
  • Dental$46K
  • Vision$46K
Total $699K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • HARTFORD LIFE AND ACCIDENT93%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA7%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Total $699K3 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • MARSH & MCLENNAN AGENCY LLC98%
  • KENNEDY, TIMOTHY, LIN2%
Total $37K2 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

LONE STAR CIRCLE OF CARE 403(B) EMPLOYEES' RETIREMENT PLAN

403b

Assets$29.4M
Participants923
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LONE STAR CIRCLE OF CARE WELFARE BENEFIT PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$699K
Covered lives659
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LONE STAR CIRCLE OF CARE 403(B) EMPLOYEES' RETIREMENT PLAN403b$29.4M9232024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LONE STAR CIRCLE OF CARE WELFARE BENEFIT PLANMixedHARTFORD LIFE AND ACCIDENT$699K6592025
Retirement plans
Welfare plans
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