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Sponsor portfolio

CENTER FOR TRANSFORMING LIVES

EIN 75-0829389-non-profit organization management-Latest filing 2025
Plans
4
Retirement
1
$3.0M assets
Welfare
3
$2.3M premiums
Participants
356
512 WEST 4TH STREET - FORT WORTH, TX 76102817-484-1534transforminglives.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
4 filings
#001401k-$3.0M - 213 part#503Mixed-$1.2M - 347 lives#502Fully Insured-$1.1M - 0 lives#501Fully Insured-$55K - 0 lives

Benefits portfolio analytics

3 plans / $2.3M premiums / 347 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Other$90K
  • Life$66K
  • Short-term disability$66K
  • Long-term disability$66K
Total $1.2M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • UNITEDHEALTHCARE INSURANCE COMPANY94%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY6%
Total $1.2M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • FROST INSURANCE AGENCY INC100%
Total $66K1 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

CENTER FOR TRANSFORMING LIVES 401(K) PLAN

401k

Assets$3.0M
Participants213
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

CENTER FOR TRANSFORMING LIVES WELFARE PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.2M
Covered lives347
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

CENTER FOR TRANSFORMING LIVES MEDICAL PLAN

Fully Insured - HEALTH CARE SERVICE CORPORATION

Premiums$1.1M
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

CENTER FOR TRANSFORMING LIVES WELFARE PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$55K
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CENTER FOR TRANSFORMING LIVES 401(K) PLAN401k$3.0M2132025

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
503CENTER FOR TRANSFORMING LIVES WELFARE PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$1.2M3472025
502CENTER FOR TRANSFORMING LIVES MEDICAL PLANFully InsuredHEALTH CARE SERVICE CORPORATION$1.1M02024
501CENTER FOR TRANSFORMING LIVES WELFARE PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$55K02024
Retirement plans
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