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Sponsor portfolio

MCCONNELL & JONES LLP

EIN 76-0488832-accounting-Latest filing 2025
Plans
2
Retirement
1
$14.7M assets
Welfare
1
$184K premiums
Participants
370
4828 LOOP CENTRAL, SUITE 1000 - HOUSTON, TX 77081713-968-1690mcconnelljones.comLinkedIn51-200 employeesaccounting
Plans on this EIN
2 filings
#002401k-$14.7M - 226 part#501Mixed-$184K - 144 lives

Benefits portfolio analytics

1 plan / $184K premiums / 144 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$128K
  • Vision$114K
  • Life$114K
  • Short-term disability$114K
  • Long-term disability$114K
  • Dental$57K
Total $184K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • DEARBORN LIFE INSURANCE COMPANY62%
  • UNITEDHEALTHCARE INSURANCE COMPANY31%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA8%
Total $184K3 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • USI INSURANCE SERVICES LLC96%
  • ROGER LAPHAM3%
  • NANCY LAPHAM1%
  • MARYSOL N. CALVILLO0%
Total $29K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MCCONNELL & JONES LLP 401(K) PLAN

401k

Assets$14.7M
Participants226
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MCCONNELL & JONES LLP HEALTH AND WELFARE BENEFITS

Mixed - DEARBORN LIFE INSURANCE COMPANY

Premiums$184K
Covered lives144
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002MCCONNELL & JONES LLP 401(K) PLAN401k$14.7M2262024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MCCONNELL & JONES LLP HEALTH AND WELFARE BENEFITSMixedDEARBORN LIFE INSURANCE COMPANY$184K1442025
Retirement plans
Welfare plans
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