Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.3M
- Dental$1.3M
- Other$57K
- Life$35K
- Short-term disability$20K
- Long-term disability$10K
- +1 more
Sponsor portfolio
THE CALDWELL FOUNDATION
EIN 75-6004080Other Services (except Public Administration)Latest filing 2025
Plans
2
Retirement
1
$4.3M assets
Welfare
1
$1.4M premiums
Participants
224
PO BOX 4280 - TYLER, TX 757124280903-592-8191
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.4M premiums / 143 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- BLUE CROSS OF CALIFORNIA93%
- UNITED OF OMAHA LIFE INSURANCE COMPANY5%
- UNUM LIFE INSURANCE COMPANY OF AMERICA2%
- DEARBORN LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
69%top
- BOSWORTH & ASSOCIATES, INC.69%
- EVERGREEN BENEFITS GROUP8%
- BROOKS AGENCY INC6%
- KELSEY LEIGH BOSHART6%
- MEREDITH PAIGE JONES4%
- +3 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
THE CALDWELL FOUNDATION 401(K) PLAN
401k
Assets$4.3M
Participants138
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CALDWELL ZOO, INC. EMPLOYEE FLEXIBLE BENEFITS PLAN
Fully Insured - BLUECROSS BLUESHIELD OF TEXAS
Premiums$1.4M
Covered lives143
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE CALDWELL FOUNDATION 401(K) PLAN | 401k | $4.3M | 138 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CALDWELL ZOO, INC. EMPLOYEE FLEXIBLE BENEFITS PLAN | Fully Insured | BLUECROSS BLUESHIELD OF TEXAS | $1.4M | 143 | 2025 |
Retirement plans
Welfare plans