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Sponsor portfolio

DYNAMED CLINICAL RESEARCH LP DBA DM CLINICAL RESEARCH

EIN 74-3189285-Latest filing 2025
Plans
2
Retirement
1
$4.2M assets
Welfare
1
$2.0M premiums
Participants
797
7908 N. SAM HOUSTON PKWY W, SUITE #200 - HOUSTON, TX 77064281-517-0550
Plans on this EIN
2 filings
#001401k-$4.2M - 527 part#501Fully Insured-$2.0M - 333 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 333 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Dental$1.9M
  • Other$150K
  • Vision$121K
  • Life$121K
  • Short-term disability$121K
  • +1 more
Total $2.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • DEARBORN LIFE INSURANCE COMPANY6%
  • TRANSAMERICA LIFE INSURANCE COMPANY1%
Total $2.0M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $25K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

DM CLINICAL RESEARCH RETIREMENT TRUST

401k

Assets$4.2M
Participants527
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DM CLINICAL RESEARCH EMPLOYEE BENEFITS PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$2.0M
Covered lives333
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DM CLINICAL RESEARCH RETIREMENT TRUST401k$4.2M5272024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DM CLINICAL RESEARCH EMPLOYEE BENEFITS PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$2.0M3332025
Retirement plans
Welfare plans
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