Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Dental$1.2M
- Vision$1.2M
- Prescription drug$1.2M
- Life$211K
- Short-term disability$211K
- +2 more
Sponsor portfolio
MARTIN, DISIERE, JEFFERSON, & WISDOM, LLP
EIN 76-0627804law practiceLatest filing 2025
Plans
2
Retirement
1
$27.3M assets
Welfare
1
$1.4M premiums
Participants
298
808 TRAVIS, SUITE 1100 - HOUSTON, TX 77002713-632-1700mdjwlaw.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.4M premiums / 272 covered livesCarrier market share
Premium dollars by Schedule A carrier
85%top
- UNITEDHEALTHCARE INSURANCE COMPANY85%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY8%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY7%
Broker market share
Schedule A broker compensation
71%top
- CROWN RISK MANAGEMENT, LLC71%
- GARZA ROGER JR20%
- JAY P CHILDS8%
- NICHOLAS C. TURANO0%
- JEFFREY K. JOHNSON0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MDJ&W 401(K) PLAN
401k
Assets$27.3M
Participants171
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MARTIN DISIERE JEFFERSON & WISDOM, LLP HEALTH & WELFARE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.4M
Covered lives272
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MDJ&W 401(K) PLAN | 401k | $27.3M | 171 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MARTIN DISIERE JEFFERSON & WISDOM, LLP HEALTH & WELFARE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.4M | 272 | 2025 |
Retirement plans
Welfare plans