Plan #	Name	Funding	Carrier	Premiums	Covered	Latest year
502	CALDWELL WATSON REAL ESTATE GROUP MEDICAL PLAN	Fully Insured	BLUECROSS BLUESHIELD OF TEXAS	$1.7M	242	2025
501	CALDWELL WATSON REAL ESTATE GROUP, INC. WELFARE BENEFITS PLAN	Fully Insured	PRINCIPAL LIFE INSURANCE COMPANY	$274K	283	2025

Retirement plans

Welfare plans

Sponsor portfolio

CALDWELL WATSON REAL ESTATE GROUP, INC.

EIN 76-0312675real estateLatest filing 2025

Plans

Retirement

$16.1M assets

Welfare

$1.9M premiums

Participants

588

9955 BARKER CYPRESS RD SUITE 250 - CYPRESS, TX 77433281-664-6664LinkedIn51-200 employeesreal estate

Plans on this EIN

3 filings

#002401k-$16.1M - 182 part #502Fully Insured-$1.7M - 242 lives #501Fully Insured-$274K - 283 lives

Benefits portfolio analytics

2 plans / $1.9M premiums / 525 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Health$1.7M
Dental$274K
Vision$274K
Life$274K
Short-term disability$274K
Long-term disability$274K
+1 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

86%top

BLUE CROSS OF CALIFORNIA86%
PRINCIPAL LIFE INSURANCE COMPANY14%

Broker market share

Schedule A broker compensation

Single broker

100%top

HOTCHKISS INSURANCE AGENCY, LLC100%

Plan deep-dives

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

Retirement#002

CALDWELL COMPANIES 401(K) PROFIT SHARING PLAN

401k

Assets$16.1M

Participants182

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#502

CALDWELL WATSON REAL ESTATE GROUP MEDICAL PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$1.7M

Covered lives242

Inside the deep dive

Premium breakdownCarriersBrokersCoverage stats

Open plan deep dive

Welfare#501