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Sponsor portfolioTH

ADLETA CORPORATION

EIN 75-1543229-wholesale-Latest filing 2025
Plans
4
Retirement
2
$12.3M assets
Welfare
2
$127K premiums
Participants
414
1645 DIPLOMAT DR. - CARROLLTON, TX 75006972-620-5600adleta.comLinkedIn501-1000 employeeswholesale
Plans on this EIN
4 filings
#001401k-$10.1M - 107 part#002ESOP-$2.2M - 98 part#501Fully Insured-$78K - 107 lives#502Mixed-$48K - 102 lives

Retirement portfolio analytics

2 plans aggregated / $12.3M assets / 205 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • CORPORATION EMPLOYEES' 401(K) (#001)82%
  • EMPLOYEE STOCK OWNERSHIP (#002)18%
Total $12.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CORPORATION EMPLOYEES' 401(K) (#001)107
  • EMPLOYEE STOCK OWNERSHIP (#002)98
Total 205Click row to drill in

Benefits portfolio analytics

2 plans / $127K premiums / 209 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$127K
  • Life$78K
  • Long-term disability$38K
Total $127K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA100%
Total $127K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WRIGHT, ROBERT E100%
Total $20K1 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

ADLETA CORPORATION EMPLOYEES' 401(K) PLAN

401k

Assets$10.1M
Participants107
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ADLETA CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$2.2M
Participants98
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ADLETA CORPORATION LIFE, AD&D, LTD GROUP INSURANCE

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$78K
Covered lives107
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

ADLETA CORPORATION LONG TERM CARE

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$48K
Covered lives102
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ADLETA CORPORATION EMPLOYEES' 401(K) PLAN401k$10.1M1072025
002ADLETA CORPORATION EMPLOYEE STOCK OWNERSHIP PLANESOP$2.2M982024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ADLETA CORPORATION LIFE, AD&D, LTD GROUP INSURANCEFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$78K1072025
502ADLETA CORPORATION LONG TERM CAREMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$48K1022025
Retirement plans
Welfare plans
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