PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. OPERATION KINDNESS
Sponsor portfolioTH

OPERATION KINDNESS

EIN 75-1553350-investment management-Latest filing 2025
Plans
2
Retirement
1
$2.1M assets
Welfare
1
$1.1M premiums
Participants
439
3201 EARHART DRIVE - CARROLLTON, TX 75006214-405-4611LinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filings
#001401k-$2.1M - 258 part#501Fully Insured-$1.1M - 255 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 255 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.2M
  • Other$1.2M
  • Life$120K
  • Short-term disability$120K
  • Long-term disability$120K
  • Dental$94K
  • +1 more
Total $1.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • UNITEDHEALTHCARE INSURANCE COMPANY84%
  • PRINCIPAL LIFE INSURANCE COMPANY9%
  • HUMANA INSURANCE COMPANY7%
Total $1.4M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LYNN HAILSTONE100%
Total $113K1 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

403(B) THRIFT PLAN FOR EMPLOYEES OF OPERATION KINDNESS

401k

Assets$2.1M
Participants258
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OPERATION KINDNESS - PRINCIPAL LIFE & DISABILITY PLAN

Fully Insured - ALL SAVERS INSURANCE COMPANY

Premiums$1.1M
Covered lives255
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001403(B) THRIFT PLAN FOR EMPLOYEES OF OPERATION KINDNESS401k$2.1M2582024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OPERATION KINDNESS - PRINCIPAL LIFE & DISABILITY PLANFully InsuredALL SAVERS INSURANCE COMPANY$1.1M2552025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica