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Sponsor portfolio

STATON HOLDINGS, INC.

EIN 75-2193960-Latest filing 2025
Plans
2
Retirement
1
$5.2M assets
Welfare
1
$741K premiums
Participants
337
14277 WELCH RD. - DALLAS, TX 75244972-448-3085statononline.comLinkedIn51-200 employees
Plans on this EIN
2 filings
#001401k-$5.2M - 192 part#502Fully Insured-$741K - 141 lives

Benefits portfolio analytics

1 plan / $741K premiums / 141 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$635K
  • Vision$104K
  • Life$104K
  • Short-term disability$104K
  • Long-term disability$104K
  • Other$104K
  • +1 more
Total $741K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • BLUE CROSS OF CALIFORNIA86%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY14%
  • SUN LIFE ASSURANCE COMPANY OF CANADA0%
Total $741K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $39K1 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

STATON HOLDINGS, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$5.2M
Participants192
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

STATON HOLDINGS, INC. EMPLOYEE BENEFITS PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$741K
Covered lives141
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001STATON HOLDINGS, INC. 401(K) PROFIT SHARING PLAN401k$5.2M1922024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502STATON HOLDINGS, INC. EMPLOYEE BENEFITS PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$741K1412025
Retirement plans
Welfare plans
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