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Sponsor portfolio

HEADWATERS SCHOOL

EIN 74-3020203-primary/secondary education-Latest filing 2025
Plans
2
Retirement
1
$5.3M assets
Welfare
1
$641K premiums
Participants
245
801 RIO GRANDE - AUSTIN, TX 78701512-480-8142khabele.orgLinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
2 filings
#002401k-$5.3M - 133 part#501Fully Insured-$641K - 204 lives

Benefits portfolio analytics

1 plan / $641K premiums / 204 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$580K
  • Prescription drug$580K
  • Dental$61K
  • Vision$61K
  • Life$61K
  • Long-term disability$61K
  • +1 more
Total $641K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • UNITEDHEALTHCARE INSURANCE COMPANY91%
  • METROPOLITAN LIFE INSURANCE COMPANY9%
Total $641K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • FROST INSURANCE AGENCY INC100%
Total $38K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

THE HEADWATERS SCHOOL 401(K) PLAN

401k

Assets$5.3M
Participants133
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HEADWATERS SCHOOL HEALTH AND WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$641K
Covered lives204
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002THE HEADWATERS SCHOOL 401(K) PLAN401k$5.3M1332025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HEADWATERS SCHOOL HEALTH AND WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$641K2042025
Retirement plans
Welfare plans
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