Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.3M
- Dental$1.3M
- Prescription drug$1.3M
- Other$239K
- Life$219K
- Vision$203K
- +2 more
Sponsor portfolio
COATS ROSE, P.C.
EIN 76-0294490Latest filing 2025
Plans
2
Retirement
1
$75.9M assets
Welfare
1
$1.6M premiums
Participants
279
9 GREENWAY PLAZA, SUITE 1000 - HOUSTON, TX 77046713-653-5746
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.6M premiums / 141 covered livesCarrier market share
Premium dollars by Schedule A carrier
85%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY85%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA13%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
- HARTFORD LIFE AND ACCIDENT1%
Broker market share
Schedule A broker compensation
100%top
- GALLAGHER BENEFIT SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
COATS, ROSE, YALE, RYMAN & LEE, P.C. SALARY DEFERRAL & PROFIT SHARING PLAN AND TRUST
401k
Assets$75.9M
Participants165
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
COATS ROSE, P.C. EMPLOYEES' CONSOLIDATED GROUP HEALTH AND WELFARE BENEFITS PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$1.6M
Covered lives141
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | COATS, ROSE, YALE, RYMAN & LEE, P.C. SALARY DEFERRAL & PROFIT SHARING PLAN AND TRUST | 401k | $75.9M | 165 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | COATS ROSE, P.C. EMPLOYEES' CONSOLIDATED GROUP HEALTH AND WELFARE BENEFITS PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $1.6M | 141 | 2025 |
Retirement plans
Welfare plans