PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. GERMER, P.L.L.C.
Sponsor portfolio

GERMER, P.L.L.C.

EIN 76-0445148-Latest filing 2025
Plans
2
Retirement
1
$43.7M assets
Welfare
1
$2.4M premiums
Participants
530
P.O. BOX 4915 - BEAUMONT, TX 77704
Plans on this EIN
2 filings
#001401k-$43.7M - 276 part#501Fully Insured-$2.4M - 352 lives

Benefits portfolio analytics

1 plan / $2.4M premiums / 352 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.0M
  • Life$244K
  • Short-term disability$244K
  • Long-term disability$244K
  • Other$244K
  • Dental$130K
  • +1 more
Total $2.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • BLUE CROSS OF CALIFORNIA84%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY10%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY6%
Total $2.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • USI INSURANCE SERVICES LLC93%
  • ANCO INS. SVC. OF BRYAN COLLEGE STA7%
Total $146K2 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

GERMER PLLC 401(K) PLAN

401k

Assets$43.7M
Participants276
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GERMER, P.L.L.C. EMPLOYEE BENEFIT PLAN P.O. BOX 4915 BEAUMONT, TX 77704

Fully Insured - BLUE CROSS BLUE SHIELD OF TEXAS

Premiums$2.4M
Covered lives352
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GERMER PLLC 401(K) PLAN401k$43.7M2762024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GERMER, P.L.L.C. EMPLOYEE BENEFIT PLAN P.O. BOX 4915 BEAUMONT, TX 77704Fully InsuredBLUE CROSS BLUE SHIELD OF TEXAS$2.4M3522025
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