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Sponsor portfolio

JIM BASS FORD, INC.

EIN 75-1099335-Latest filing 2025
Plans
2
Retirement
1
$12.1M assets
Welfare
1
$1.3M premiums
Participants
331
PO BOX 3488 - SAN ANGELO, TX 76902325-949-4621jimbassford.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$12.1M - 208 part#505Fully Insured-$1.3M - 231 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 231 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Dental$1.2M
  • Life$137K
  • Other$137K
  • Short-term disability$92K
  • Vision$45K
Total $1.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA7%
  • HUMANA INSURANCE COMPANY3%
Total $1.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • ZESCH & PICKETT INSURANCE, LLP74%
  • COLONIAL LIFE & ACCIDENT26%
Total $75K2 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

JIM BASS FORD, INC. 401(K) PLAN

401k

Assets$12.1M
Participants208
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

JIM BASS FORD WRAP PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF TEXAS

Premiums$1.3M
Covered lives231
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JIM BASS FORD, INC. 401(K) PLAN401k$12.1M2082024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505JIM BASS FORD WRAP PLANFully InsuredBLUE CROSS BLUE SHIELD OF TEXAS$1.3M2312025
Retirement plans
Welfare plans
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