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Sponsor portfolio

DAVID P. ELLENT, PLLC

EIN 81-4211994-Latest filing 2025
Plans
5
Retirement
1
$7.2M assets
Welfare
4
$240K premiums
Participants
1,382
2255 E. MOSSY OAKS RD. STE 500 - SPRING, TX 77389281-440-5300
Plans on this EIN
5 filings
#002401k-$7.2M - 278 part#502Fully Insured-$143K - 266 lives#504Fully Insured-$70K - 448 lives#503Fully Insured-$27K - 238 lives#505Self Funded-0 lives

Benefits portfolio analytics

4 plans / $240K premiums / 952 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$143K
  • Life$70K
  • Short-term disability$70K
  • Other$70K
  • Vision$27K
Total $240K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA100%
Total $240K1 slice

Broker market share

Schedule A broker compensation

Split broker
61%top
  • ENTRUST AGENCIES INC61%
  • CONNECT AGENCIES INC39%
Total $40K2 slices

Plan deep-dives

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

GENESIS MEDICAL GROUP 401(K) PROFIT SHARING PLAN

401k

Assets$7.2M
Participants278
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

GENESIS MEDICAL GROUP DENTAL PLAN

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$143K
Covered lives266
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

GENESIS MEDICAL GROUP LIFE AND AD&D PLAN

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$70K
Covered lives448
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

GENESIS MEDICAL GROUP VISION PLAN

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$27K
Covered lives238
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

GENESIS EMPLOYEE BENEFIT PLAN TRUST

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002GENESIS MEDICAL GROUP 401(K) PROFIT SHARING PLAN401k$7.2M2782024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
502GENESIS MEDICAL GROUP DENTAL PLANFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$143K2662025
504GENESIS MEDICAL GROUP LIFE AND AD&D PLANFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$70K4482025
503GENESIS MEDICAL GROUP VISION PLANFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$27K2382025
505GENESIS EMPLOYEE BENEFIT PLAN TRUSTSelf Funded-$002024
Retirement plans
Welfare plans
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