Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$327K
- Life$274K
- Long-term disability$274K
- Vision$20K
Sponsor portfolioTH
BARON & BUDD, A PROFESSIONAL CORPORATION
EIN 75-1573501Latest filing 2025
Plans
2
Retirement
1
$55.2M assets
Welfare
1
$347K premiums
Participants
491
3102 OAK LAWN AVE. STE 1100 - DALLAS, TX 75219214-521-3605
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $347K premiums / 194 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA94%
- STARMOUNT LIFE INSURANCE COMPANY6%
- HARTFORD LIFE AND ACCIDENT0%
Broker market share
Schedule A broker compensation
88%top
- IMA, INC.88%
- AGIS NETWORK INSURANCE SERVICE7%
- WATCHTOWER TECHNOLOGIES INC5%
- REUBEN WARNER ASSOCIATES, INC.0%
- ASSUREX GLOBAL CORPORATION0%
- +1 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
BARON & BUDD, P.C. 401(K) RETIREMENT AND PROFIT SHARING PLAN
401k
Assets$55.2M
Participants296
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508
BARON & BUDD MASTER WELFARE BENEFIT PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$347K
Covered lives194
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BARON & BUDD, P.C. 401(K) RETIREMENT AND PROFIT SHARING PLAN | 401k | $55.2M | 296 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 508 | BARON & BUDD MASTER WELFARE BENEFIT PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $347K | 194 | 2025 |
Retirement plans
Welfare plans