Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.6M
- Dental$1.6M
- Vision$1.6M
- Other$96K
- Life$88K
- Short-term disability$88K
- +1 more
Sponsor portfolio
PANNELL KERR FORSTER OF TEXAS PC
EIN 76-0356844Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
1
$43.4M assets
Welfare
1
$1.7M premiums
Participants
395
5847 SAN FELIPE SUITE 2600 - HOUSTON, TX 77057713-860-1460
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.7M premiums / 143 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY94%
- DEARBORN LIFE INSURANCE COMPANY5%
- HARTFORD LIFE AND ACCIDENT1%
Broker market share
Schedule A broker compensation
100%top
- AP BENEFIT ADVISORS, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PANNELL KERR FORSTER OF TEXAS, P.C. 401(K) PLAN
401k
Assets$43.4M
Participants252
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PANNELL KERR FORSTER OF TEXAS, P. C. WELFARE BENEFIT PROGRAM
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$1.7M
Covered lives143
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PANNELL KERR FORSTER OF TEXAS, P.C. 401(K) PLAN | 401k | $43.4M | 252 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PANNELL KERR FORSTER OF TEXAS, P. C. WELFARE BENEFIT PROGRAM | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $1.7M | 143 | 2024 |
Retirement plans
Welfare plans