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Sponsor portfolio

TEXAS INSTITUTE FOR SURGERY, LLP

EIN 77-0628004-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$15.7M assets
Welfare
1
$3.0M premiums
Participants
383
7115 GREENVILLE AVENUE, SUITE 215 - DALLAS, TX 75231214-647-5394texasinstituteforsurgery.comLinkedIn201-500 employeeshospital & health care
Plans on this EIN
2 filings
#002401k-$15.7M - 251 part#501Fully Insured-$3.0M - 275 lives

Benefits portfolio analytics

1 plan / $3.0M premiums / 275 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.7M
  • Prescription drug$2.7M
  • Life$191K
  • Short-term disability$191K
  • Long-term disability$191K
  • Other$191K
  • +2 more
Total $3.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • DEARBORN LIFE INSURANCE COMPANY6%
  • DELTA DENTAL OF CALIFORNIA4%
  • EYEMED VISION CARE0%
Total $3.0M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $62K1 slice

Plan deep-dives

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

TEXAS INSTITUTE FOR SURGERY, LLP 401(K) PLAN

401k

Assets$15.7M
Participants251
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TEXAS INSTITUTE FOR SURGERY SECTION 125 PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$3.0M
Covered lives275
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002TEXAS INSTITUTE FOR SURGERY, LLP 401(K) PLAN401k$15.7M2512025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TEXAS INSTITUTE FOR SURGERY SECTION 125 PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$3.0M2752025
Retirement plans
Welfare plans
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