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Sponsor portfolio

PROVIDENT REALTY ADVISORS, INC.

EIN 75-2784992-financial services-Latest filing 2025
Plans
2
Retirement
1
$5.9M assets
Welfare
1
$1.5M premiums
Participants
363
10210 NORTH CENTRAL EXPRESSWAY, SUITE 300 - DALLAS, TX 75231972-385-4100providentwealthllc.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$5.9M - 250 part#501Fully Insured-$1.5M - 187 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 187 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Prescription drug$1.3M
  • Other$158K
  • Dental$141K
  • Vision$141K
  • Life$141K
  • +2 more
Total $1.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • RENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICA10%
  • STANDARD INSURANCE COMPANY1%
Total $1.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • GALLAGHER BENEFIT SERVICES, INC.99%
  • N-GAGE LLC1%
Total $94K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PROVIDENT REALTY ADVISORS, INC. 401(K) SAVINGS PLAN

401k

Assets$5.9M
Participants250
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PROVIDENT REALTY, INC. HEALTH AND WELFARE PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$1.5M
Covered lives187
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PROVIDENT REALTY ADVISORS, INC. 401(K) SAVINGS PLAN401k$5.9M2502024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PROVIDENT REALTY, INC. HEALTH AND WELFARE PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$1.5M1872025
Retirement plans
Welfare plans
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