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Sponsor portfolio

ASSOCIATION HEALTH CARE MANAGEMENT, INC

EIN 76-0237229-insurance-Latest filing 2025
Plans
4
Retirement
1
$1.4M assets
Welfare
3
$1.5M premiums
Participants
322
11111 RICHMOND AVE, UNIT 200 - HOUSTON, TX 77082713-414-5628ahcminc.comLinkedIn51-200 employeesinsurance
Plans on this EIN
4 filings
#001401k-$1.4M - 191 part#505Fully Insured-$1.5M - 227 lives#503Fully Insured-0 lives#504Mixed-0 lives

Benefits portfolio analytics

3 plans / $1.5M premiums / 227 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Dental$1.4M
  • Vision$1.4M
  • Other$76K
  • Short-term disability$45K
  • Long-term disability$19K
  • +1 more
Total $1.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • UNITEDHEALTHCARE INSURANCE COMPANY92%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY6%
  • UNITED AMERICAN INSURANCE COMPANY2%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Total $1.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • THE BALDWIN GROUP WEST LLC90%
  • INSGROUP INC4%
  • BENEUSA LLC4%
  • BENNETT INS SOLUTIONS AND ASSOC LLC2%
Total $85K4 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

ASSOCIATION HEALTH CARE MANAGEMENT 40(K) PLAN

401k

Assets$1.4M
Participants191
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

ASSOCIATION HEALTH CARE MANAGEMENT, INC. WRAP PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.5M
Covered lives227
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

AETNA LIFE INSURANCE CO.

Fully Insured - AETNA LIFE INSURANCE CO.

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ASSOCIATION HEALTH CARE MANAGEMENT 40(K) PLAN401k$1.4M1912024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
505ASSOCIATION HEALTH CARE MANAGEMENT, INC. WRAP PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.5M2272025
503AETNA LIFE INSURANCE CO.Fully InsuredAETNA LIFE INSURANCE CO.$002024
504THE LINCOLN NATIONAL LIFE INSURANCE COMPANYMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$002024
Retirement plans
Welfare plans
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