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Sponsor portfolio

U.S. MONEY RESERVE

EIN 74-3013696-Latest filing 2025
Plans
2
Retirement
1
$16.3M assets
Welfare
1
$1.8M premiums
Participants
838
8701 FM 2244 RD., STE 1-250 - AUSTIN, TX 78746512-583-6545
Plans on this EIN
2 filings
#001401k-$16.3M - 425 part#501Fully Insured-$1.8M - 766 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 766 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Dental$595K
  • Vision$595K
  • Life$595K
  • Short-term disability$595K
  • Long-term disability$595K
Total $1.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY67%
  • PRINCIPAL LIFE INSURANCE COMPANY33%
Total $1.8M2 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • ANCO INS. SVC. OF BRYAN COLLEGE STA84%
  • HUB INTERNATIONAL MIDWEST LIMITED8%
  • CENTRO BENEFITS RESEARCH LLC8%
Total $376K3 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

U.S. MONEY RESERVE 401(K) PLAN

401k

Assets$16.3M
Participants425
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

U.S. MONEY RESERVE WELFARE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE CO.

Premiums$1.8M
Covered lives766
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001U.S. MONEY RESERVE 401(K) PLAN401k$16.3M4252024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501U.S. MONEY RESERVE WELFARE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE CO.$1.8M7662025
Retirement plans
Welfare plans
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