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Sponsor portfolio

SRF PERSONNEL, INC.

EIN 75-2231980-real estate-Latest filing 2025
Plans
3
Retirement
1
$5.6M assets
Welfare
2
$549K premiums
Participants
764
520 SILICON DR. - SOUTHLAKE, TX 76092817-442-8200LinkedIn11-50 employeesreal estate
Plans on this EIN
3 filings
#001401k-$5.6M - 325 part#501Mixed-$483K - 180 lives#502Fully Insured-$67K - 256 lives

Benefits portfolio analytics

2 plans / $549K premiums / 436 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$456K
  • Other$94K
  • Life$67K
  • Long-term disability$67K
Total $549K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • HCC LIFE INSURANCE COMPANY83%
  • METROPOLITAN LIFE INSURANCE COMPANY12%
  • UNITED HEALTHCARE INSURANCE COMPANY5%
Total $549K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LIFETIME BENEFITS INSURANCE LLP100%
Total $7K1 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

SRF PERSONNEL, INC. EMPLOYEES QUALIFIED INVESTMENT PLAN AND TRUST

401k

Assets$5.6M
Participants325
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SRF PERSONNEL, INC. EMPLOYEE BENEFITS PLAN

Mixed - TOKIO MARINE

Premiums$483K
Covered lives180
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

SRF PERSONNEL, INC. EMPLOYEE BENEFITS PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$67K
Covered lives256
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SRF PERSONNEL, INC. EMPLOYEES QUALIFIED INVESTMENT PLAN AND TRUST401k$5.6M3252025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SRF PERSONNEL, INC. EMPLOYEE BENEFITS PLANMixedTOKIO MARINE$483K1802025
502SRF PERSONNEL, INC. EMPLOYEE BENEFITS PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$67K2562025
Retirement plans
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