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Sponsor portfolio

CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, L.L.P.

EIN 75-1315313-Latest filing 2025
Plans
4
Retirement
2
$56.6M assets
Welfare
2
$1.4M premiums
Participants
358
901 MAIN STREET, SUITE 5500 - DALLAS, TX 75202214-855-3000LinkedIn51-200 employees
Plans on this EIN
4 filings
#001401k-$51.7M - 101 part#002401k-$4.9M - 53 part#501Fully Insured-$1.4M - 122 lives#001Fully Insured-1 lives

Retirement portfolio analytics

2 plans aggregated / $56.6M assets / 154 participants

Assets by plan

Share of aggregate retirement assets

91%top
  • PLAN AND TRUST (#001)91%
  • PLAN AND TRUST (#002)9%
Total $56.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)101
  • PLAN AND TRUST (#002)53
Total 154Click row to drill in

Benefits portfolio analytics

2 plans / $1.4M premiums / 123 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.0M
  • Prescription drug$1.0M
  • Life$221K
  • Long-term disability$104K
  • Dental$38K
  • Vision$6K
Total $1.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • BLUE CROSS OF CALIFORNIA73%
  • PRINCIPAL LIFE INSURANCE COMPANY7%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA6%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
  • HARTFORD LIFE AND ACCIDENT5%
  • +2 more
Total $1.4M7 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • LOCKTON COMPANIES, LLC71%
  • USI INSURANCE SERVICES LLC19%
  • ASSUREDPARTNERS7%
  • GARRY L JOHNSON & ASSOCIATES INC3%
Total $80K4 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

CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP 401(K) SAVINGS & RETIREMENT PLAN AND TRUST

401k

Assets$51.7M
Participants101
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST

401k

Assets$4.9M
Participants53
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP EMPLOYEE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$1.4M
Covered lives122
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#001

CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP 401(K) SAVINGS & RETIREMENT PLAN AND TRUST

Fully Insured - MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

Premiums$0
Covered lives1
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP 401(K) SAVINGS & RETIREMENT PLAN AND TRUST401k$51.7M1012024
002CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST401k$4.9M532024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP EMPLOYEE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$1.4M1222025
001CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP 401(K) SAVINGS & RETIREMENT PLAN AND TRUSTFully InsuredMASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY$012024
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