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  2. FREESE AND NICHOLS, INC.
Sponsor portfolio

FREESE AND NICHOLS, INC.

EIN 75-1531935-civil engineering-Latest filing 2024
Plans
2
Retirement
1
$274.6M assets
Welfare
1
$17.1M premiums
Participants
2,854
801 CHERRY ST., SUITE 2800 - FORT WORTH, TX 76102817-735-7300freese.comLinkedIn1001-5000 employeescivil engineering
Plans on this EIN
2 filings
#001401k-$274.6M - 1,593 part#502Fully Insured-$17.1M - 2,476 lives

Benefits portfolio analytics

1 plan / $17.1M premiums / 2,476 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$15.1M
  • Dental$15.1M
  • Other$937K
  • Short-term disability$911K
  • Long-term disability$911K
  • Life$708K
  • +1 more
Total $17.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA11%
  • DEARBORN LIFE INSURANCE COMPANY1%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Total $17.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • MARSH & MCLENNAN AGENCY LLC98%
  • FROST INSURANCE AGENCY INC2%
  • FRENCHA LEGACY0%
Total $353K3 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

THE RETIREMENT PLAN AND TRUST FOR THE EMPLOYEES OF FREESE AND NICHOLS, INC.

401k

Assets$274.6M
Participants1,593
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

FREESE AND NICHOLS, INC. FLEXIBLE BENEFITS PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$17.1M
Covered lives2,476
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE RETIREMENT PLAN AND TRUST FOR THE EMPLOYEES OF FREESE AND NICHOLS, INC.401k$274.6M1,5932024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502FREESE AND NICHOLS, INC. FLEXIBLE BENEFITS PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$17.1M2,4762024
Retirement plans
Welfare plans
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