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Sponsor portfolio

AFFORDABLE TOURS.COM

EIN 80-0052660-Transportation and Warehousing-Latest filing 2024
Plans
2
Retirement
1
$985K assets
Welfare
1
$224K premiums
Participants
122
11150 CASH ROAD - STAFFORD, TX 77477800-935-2620
Plans on this EIN
2 filings
#001401k-$985K - 71 part#501Fully Insured-$224K - 51 lives

Benefits portfolio analytics

1 plan / $224K premiums / 51 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY100%
Total $224K1 slice

Broker market share

Schedule A broker compensation

Split broker
68%top
  • BOK FINANCIAL INSURANCE68%
  • EBENCONCEPTS COMPANY23%
  • CENTERSTONE INSURANCE AND FINANCIAL9%
Total $29K3 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

AFFORDABLETOURS.COM 401(K) PLAN

401k

Assets$985K
Participants71
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CASTLES OF THE WORLD, INC EMPLOYEE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$224K
Covered lives51
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AFFORDABLETOURS.COM 401(K) PLAN401k$985K712024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CASTLES OF THE WORLD, INC EMPLOYEE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$224K512024
Retirement plans
Welfare plans
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