Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$100K
- Life$91K
- Other$40K
- Short-term disability$22K
Sponsor portfolio
CRESTLINE INVESTORS, INC.
EIN 75-2741654investment managementLatest filing 2025
Plans
2
Retirement
1
$44.2M assets
Welfare
1
$231K premiums
Participants
482
201 MAIN ST STE 1900 - FORT WORTH, TX 761023135817-339-7158crestlineinvestors.comLinkedIn51-200 employeesinvestment management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $231K premiums / 244 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA91%
- NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK9%
Broker market share
Schedule A broker compensation
100%top
- HIGGINBOTHAM INS AGENCY INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CRESTLINE INVESTORS, INC. 401(K) PLAN
401k
Assets$44.2M
Participants269
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CRESTLINE INVESTORS, INC. WRAP PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$231K
Covered lives244
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CRESTLINE INVESTORS, INC. 401(K) PLAN | 401k | $44.2M | 269 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CRESTLINE INVESTORS, INC. WRAP PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $231K | 244 | 2025 |
Retirement plans
Welfare plans