Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#001)$58.0M
Filings through .
Carrington, Coleman, Sloman & Blumenthal, LLP
EIN 75-1315313Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
4
Retirement
2
$63.7M assets
Health & Benefits
2
$1.4M premiums
Participants
359
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $63.7M assets / 155 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $1.4M premiums / 122 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
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP 401(K) SAVINGS & RETIREMENT PLAN AND TRUST
401(k)
Assets$58.0M
Participants101
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST
401(k)
Assets$5.8M
Participants54
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP EMPLOYEE BENEFIT PLAN
Fully insured - BLUECROSS BLUESHIELD OF TEXAS
Premiums$1.4M
Covered lives122
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#001
CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP 401(K) SAVINGS & RETIREMENT PLAN AND TRUST
Fully insured - MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP 401(K) SAVINGS & RETIREMENT PLAN AND TRUST | 401(k) | $58.0M | 101 | 2025 |
| #002 | CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST | 401(k) | $5.8M | 54 | 2025 |
- #001 · 401(k) · 2025101
- CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST$5.8M#002 · 401(k) · 202554
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP EMPLOYEE BENEFIT PLAN | Fully insured | BLUECROSS BLUESHIELD OF TEXAS | $1.4M | 122 | 2025 |
| #001 | CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP 401(K) SAVINGS & RETIREMENT PLAN AND TRUST | Fully insured | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $0 | 0 | 2025 |
- #501 · Fully insured · BLUECROSS BLUESHIELD OF TEXAS · 2025122
- #001 · Fully insured · MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · 20250
Retirement plans
Health & Benefits plans