Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$69K
- Vision$69K
- Life$69K
Sponsor portfolio
HOUSTON SHUTTERS, LLC
EIN 76-0575975ManufacturingLatest filing 2025
Plans
3
Retirement
1
$4.8M assets
Welfare
2
$646K premiums
Participants
395
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $646K premiums / 318 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
70%top
- THE BALDWIN GROUP WEST LLC70%
- THE JAMES B OSWALD COMPANY30%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HOUSTON SHUTTERS, LLC 401(K) PLAN
401k
Assets$4.8M
Participants268
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HOUSTON SHUTTERS, LLC WELFARE BENEFIT PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$577K
Covered lives192
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
HOUSTON SHUTTERS, LLC HEALTH & WELFARE BENEFIT PLAN
Mixed - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
Premiums$69K
Covered lives126
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HOUSTON SHUTTERS, LLC 401(K) PLAN | 401k | $4.8M | 268 | 2025 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HOUSTON SHUTTERS, LLC WELFARE BENEFIT PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $577K | 192 | 2024 | |
| 502 | HOUSTON SHUTTERS, LLC HEALTH & WELFARE BENEFIT PLAN | Mixed | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $69K | 126 | 2025 |
Retirement plans
Welfare plans