Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$227K
- Life$174K
- Other$174K
- Long-term disability$125K
- Short-term disability$102K
- Vision$48K
Sponsor portfolio
SMI TRS OPCO LLC
EIN 81-4001515Real Estate and Rental and LeasingLatest filing 2025
Plans
2
Retirement
1
$267K assets
Welfare
1
$774K premiums
Participants
825
17330 PRESTON RD, STE#100C - DALLAS, TX 75252469-616-4026
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $774K premiums / 818 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- STANDARD INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
48%top
- CENTERSTONE INSURANCE AND FINANCIAL48%
- ROBERT DAVIDSON39%
- ROBERT G. RELPH AGENCY, INC.10%
- NEW BENEFITS3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SUNTEX MARINA INVESTORS - 401(K)
401k
Assets$267K
Participants60
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SMI TRS OPCO EMPLOYEE HEALTH PLAN
Mixed - STANDARD INSURANCE COMPANY
Premiums$774K
Covered lives818
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SUNTEX MARINA INVESTORS - 401(K) | 401k | $267K | 60 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SMI TRS OPCO EMPLOYEE HEALTH PLAN | Mixed | STANDARD INSURANCE COMPANY | $774K | 818 | 2025 |
Retirement plans
Welfare plans