PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. STELLANTIS FINANCIAL SERVICES, INC.
Sponsor portfolioTH

STELLANTIS FINANCIAL SERVICES, INC.

EIN 76-0273052-financial services-Latest filing 2024
Plans
2
Retirement
1
$44.6M assets
Welfare
1
$11.0M premiums
Participants
2,438
5757 WOODWAY DR., SUITE 400 - HOUSTON, TX 77057770-956-3923fifsg.comLinkedIn501-1000 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$44.6M - 1,288 part#502Fully Insured-$11.0M - 1,703 lives

Benefits portfolio analytics

1 plan / $11.0M premiums / 1,703 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$10.1M
  • Dental$10.1M
  • Prescription drug$10.1M
  • Other$831K
  • Life$578K
  • Short-term disability$578K
  • +2 more
Total $11.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
  • AFLAC2%
  • DEARBORN LIFE INSURANCE COMPANY1%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Total $11.0M5 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • USI INSURANCE SERVICES LLC93%
  • BARDWELL BENEFITS LLC5%
  • YVETTE MAYO1%
  • AUSTIN J RICE1%
  • STEVEN DAVID MONEY0%
  • +3 more
Total $562K8 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

STELLANTIS FINANCIAL SERVICES, INC. 401(K) PLAN

401k

Assets$44.6M
Participants1,288
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

STELLANTIS FINANCIAL SERVICES, INC. HEALTH AND WELFARE BENEFITS PLANS

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$11.0M
Covered lives1,703
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001STELLANTIS FINANCIAL SERVICES, INC. 401(K) PLAN401k$44.6M1,2882024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502STELLANTIS FINANCIAL SERVICES, INC. HEALTH AND WELFARE BENEFITS PLANSFully InsuredBLUECROSS BLUESHIELD OF TEXAS$11.0M1,7032024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica