PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. TEXAS HEART INSTITUTE
Sponsor portfolioTH

TEXAS HEART INSTITUTE

EIN 74-6053200-non-profit organization management-Latest filing 2025
Plans
3
Retirement
2
$31.8M assets
Welfare
1
$2.0M premiums
Participants
787
6770 BERTNER, MC 3-117 - HOUSTON, TX 770302604832-355-4011texashealthinstitute.orgLinkedIn11-50 employeesnon-profit organization management
Plans on this EIN
3 filings
#002403b-$24.3M - 623 part#001CashBalance-$7.5M - 164 part#510Fully Insured-$2.0M - 296 lives

Retirement portfolio analytics

2 plans aggregated / $31.8M assets / 787 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • INSTITUTE SECTION 403(B) (#002)76%
  • INSTITUTE RETIREMENT PLAN (#001)24%
Total $31.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INSTITUTE SECTION 403(B) (#002)623
  • INSTITUTE RETIREMENT PLAN (#001)164
Total 787Click row to drill in

Benefits portfolio analytics

1 plan / $2.0M premiums / 296 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Dental$1.8M
  • Vision$1.8M
  • Prescription drug$1.8M
  • Other$146K
  • Life$142K
  • +2 more
Total $2.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • HARTFORD LIFE AND ACCIDENT7%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
  • ADVANCE INSURANCE COMPANY OF KANSAS0%
Total $2.0M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $129K1 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

TEXAS HEART INSTITUTE SECTION 403(B) PLAN

403b

Assets$24.3M
Participants623
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

TEXAS HEART INSTITUTE RETIREMENT PLAN

CashBalance

Assets$7.5M
Participants164
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

TEXAS HEART INSTITUTE HEALTH AND WELFARE PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF TEXAS

Premiums$2.0M
Covered lives296
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002TEXAS HEART INSTITUTE SECTION 403(B) PLAN403b$24.3M6232024
001TEXAS HEART INSTITUTE RETIREMENT PLANCashBalance$7.5M1642025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510TEXAS HEART INSTITUTE HEALTH AND WELFARE PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF TEXAS$2.0M2962025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica