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Sponsor portfolio

WEAVER AND TIDWELL, L.L.P.

EIN 75-0786316-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
1
$157.1M assets
Welfare
1
$1.1M premiums
Participants
3,207
2821 WEST SEVENTH STREET, SUITE 700 - FORT WORTH, TX 76107817-332-7905LinkedIn11-50 employees
Plans on this EIN
2 filings
#002401k-$157.1M - 1,834 part#501Mixed-$1.1M - 1,373 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 1,373 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.1M
  • Dental$979K
  • Vision$979K
  • Life$979K
  • Short-term disability$979K
  • Long-term disability$979K
Total $1.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA91%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA9%
Total $1.1M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $190K1 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

WEAVER AND TIDWELL, L.L.P. PROFIT SHARING PLAN AND TRUST

401k

Assets$157.1M
Participants1,834
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WEAVER AND TIDWELL, LLP FLEXIBLE BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$1.1M
Covered lives1,373
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002WEAVER AND TIDWELL, L.L.P. PROFIT SHARING PLAN AND TRUST401k$157.1M1,8342024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WEAVER AND TIDWELL, LLP FLEXIBLE BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$1.1M1,3732024
Retirement plans
Welfare plans
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