PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SEWELL FAMILY OF COMPANIES, INC.
Sponsor portfolio

SEWELL FAMILY OF COMPANIES, INC.

EIN 75-0715754-automotive-Latest filing 2025
Plans
3
Retirement
1
$21.7M assets
Welfare
2
$777K premiums
Participants
1,123
4400 PARKS LEGADO RD - ODESSA, TX 797658998432-498-0421teamsewell.comLinkedIn501-1000 employeesautomotive
Plans on this EIN
3 filings
#001401k-$21.7M - 713 part#504Mixed-$434K - 530 lives#503Mixed-$343K - 827 lives

Benefits portfolio analytics

2 plans / $777K premiums / 1,357 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$434K
  • Short-term disability$434K
  • Long-term disability$434K
  • Other$434K
  • Dental$343K
  • Vision$343K
Total $777K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY56%
  • PRINCIPAL LIFE INSURANCE COMPANY44%
Total $777K2 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • STA BENEFITS LTD68%
  • USI INSURANCE SERVICES LLC28%
  • NFP INSURANCE SERVICES INC4%
Total $107K3 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

SEWELL FAMILY OF COMPANIES, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$21.7M
Participants713
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

SEWELL FAMILY OF COMPANIES LIFE AND DISABILITY BENEFITS PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$434K
Covered lives530
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

SEWELL EMPLOYEE BENEFIT PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$343K
Covered lives827
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SEWELL FAMILY OF COMPANIES, INC. 401(K) PROFIT SHARING PLAN401k$21.7M7132025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
504SEWELL FAMILY OF COMPANIES LIFE AND DISABILITY BENEFITS PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$434K5302025
503SEWELL EMPLOYEE BENEFIT PLANMixedPRINCIPAL LIFE INSURANCE COMPANY$343K8272025
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