Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.5M
- Prescription drug$2.5M
- Vision$221K
- Life$221K
- Short-term disability$221K
- Long-term disability$221K
- +2 more
Filings through .
David Sutherland, LLC
EIN 75-1562936retailLatest filing 2025
Plans
2
Retirement
1
$20.6M assets
Health & Benefits
1
$2.8M premiums
Participants
600
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $2.8M premiums / 312 covered lives
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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#002
DAVID SUTHERLAND LLC 401(K) PLAN
401(k)
Assets$20.6M
Participants349
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
DAVID SUTHERLAND HEALTH & WELFARE PLAN
Fully insured - BLUECROSS BLUESHIELD OF TEXAS
Premiums$2.8M
Covered lives312
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | DAVID SUTHERLAND LLC 401(K) PLAN | 401(k) | $20.6M | 349 | 2025 |
- #002 · 401(k) · 2025349
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | DAVID SUTHERLAND HEALTH & WELFARE PLAN | Fully insured | BLUECROSS BLUESHIELD OF TEXAS | $2.8M | 312 | 2025 |
- #502 · Fully insured · BLUECROSS BLUESHIELD OF TEXAS · 2025312
Retirement plans
Health & Benefits plans