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Sponsor portfolio

PARKHILL, SMITH & COOPER

EIN 75-1156936-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$79.1M assets
Welfare
1
$663K premiums
Participants
1,348
4222 85TH STREET - LUBBOCK, TX 794231930806-473-2200
Plans on this EIN
2 filings
#001401k-$79.1M - 815 part#503Mixed-$663K - 559 lives

Benefits portfolio analytics

1 plan / $663K premiums / 559 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$317K
  • Long-term disability$284K
  • Life$211K
  • Short-term disability$211K
  • Vision$63K
Total $663K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA91%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY9%
  • RXBENEFITS, INC.0%
Total $663K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $160K1 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

PARKHILL, SMITH & COOPER, INC. EMPLOYEES' RETIREMENT PLAN AND TRUST

401k

Assets$79.1M
Participants815
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

PARKHILL, SMITH & COOPER, INC. EMPLOYEE WELFARE BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$663K
Covered lives559
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PARKHILL, SMITH & COOPER, INC. EMPLOYEES' RETIREMENT PLAN AND TRUST401k$79.1M8152025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503PARKHILL, SMITH & COOPER, INC. EMPLOYEE WELFARE BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$663K5592024
Retirement plans
Welfare plans
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