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Sponsor portfolio

CULLIGAN SOUTHWEST, INC.

EIN 75-0917155-consumer services-Latest filing 2025
Plans
2
Retirement
1
$10.9M assets
Welfare
1
$235K premiums
Participants
279
1034 AUSTIN STREET - SAN ANTONIO, TX 78208210-226-5344culligansw.comLinkedIn51-200 employeesconsumer services
Plans on this EIN
2 filings
#001401k-$10.9M - 153 part#501Fully Insured-$235K - 165 lives

Benefits portfolio analytics

1 plan / $235K premiums / 165 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$210K
  • Other$122K
  • Health$113K
  • Vision$97K
  • Life$97K
  • Short-term disability$97K
  • +1 more
Total $235K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • METROPOLITAN LIFE INSURANCE COMPANY52%
  • BLUE CROSS OF CALIFORNIA48%
Total $235K2 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • 19 21 CONSULTANTS CO., LLC76%
  • ROGERS BENEFIT GROUP INC13%
  • ASSUREDPARTNERS10%
  • ENROLLEASE1%
  • ADP, INC.0%
Total $29K5 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

CULLIGAN SOUTHWEST, INC. 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$10.9M
Participants153
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CULLIGAN SOUTHWEST, INC. EMPLOYEE BENEFITS PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF TEXAS

Premiums$235K
Covered lives165
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CULLIGAN SOUTHWEST, INC. 401(K) PROFIT SHARING PLAN & TRUST401k$10.9M1532025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CULLIGAN SOUTHWEST, INC. EMPLOYEE BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD OF TEXAS$235K1652025
Retirement plans
Welfare plans
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