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Sponsor portfolio

BRANDON & CLARK, INC.

EIN 75-0786433-mechanical or industrial engineering-Latest filing 2025
Plans
2
Retirement
1
$19.4M assets
Welfare
1
$2.5M premiums
Participants
434
3623 INTERSTATE 27 - LUBBOCK, TX 79404806-771-5637brandonclark.comLinkedIn201-500 employeesmechanical or industrial engineering
Plans on this EIN
2 filings
#001401k-$19.4M - 250 part#501Fully Insured-$2.5M - 368 lives

Benefits portfolio analytics

1 plan / $2.5M premiums / 368 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Dental$2.3M
  • Other$156K
  • Life$137K
  • Vision$123K
  • Long-term disability$123K
Total $2.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • DEARBORN LIFE INSURANCE COMPANY5%
  • SUN LIFE ASSURANCE COMPANY OF CANADA1%
  • TRUSTMARK INSURANCE COMPANY1%
Total $2.5M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $124K1 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

BRANDON & CLARK INC. 401(K) PLAN

401k

Assets$19.4M
Participants250
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BRANDON & CLARK, INC. EMPLOYEE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$2.5M
Covered lives368
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BRANDON & CLARK INC. 401(K) PLAN401k$19.4M2502025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BRANDON & CLARK, INC. EMPLOYEE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$2.5M3682025
Retirement plans
Welfare plans
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