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Sponsor portfolio

MAHINDRA USA, INC.

EIN 76-0438770-Latest filing 2025
Plans
2
Retirement
1
$10.2M assets
Welfare
1
$4.8M premiums
Participants
676
9020 JACKRABBIT ROAD, SUITE 600 - HOUSTON, TX 77095281-449-7771
Plans on this EIN
2 filings
#001401k-$10.2M - 324 part#502Fully Insured-$4.8M - 575 lives

Benefits portfolio analytics

1 plan / $4.8M premiums / 575 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.5M
  • Dental$4.5M
  • Prescription drug$4.5M
  • Vision$321K
  • Life$321K
  • Short-term disability$321K
  • +2 more
Total $4.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • DEARBORN LIFE INSURANCE COMPANY7%
Total $4.8M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BROWN & BROWN INSURANCE SERVICES100%
Total $223K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MAHINDRA USA, INC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$10.2M
Participants324
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

MAHINDRA USA INC HEALTH AND WELFARE PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$4.8M
Covered lives575
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MAHINDRA USA, INC 401(K) PROFIT SHARING PLAN & TRUST401k$10.2M3242024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502MAHINDRA USA INC HEALTH AND WELFARE PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$4.8M5752025
Retirement plans
Welfare plans
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