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Sponsor portfolio

SUREPOINT TECHNOLOGIES

EIN 82-5159054-Latest filing 2025
Plans
2
Retirement
1
$17.0M assets
Welfare
1
$2.8M premiums
Participants
436
9442 N CAPITAL OF TEXAS HWY, BUILDING 1, SUITE 400 - AUSTIN, TX 78759513-241-1375
Plans on this EIN
2 filings
#001401k-$17.0M - 254 part#501Fully Insured-$2.8M - 304 lives

Benefits portfolio analytics

1 plan / $2.8M premiums / 304 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.5M
  • Dental$311K
  • Vision$311K
  • Life$311K
  • Short-term disability$311K
  • Long-term disability$311K
  • +1 more
Total $2.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • UNITEDHEALTHCARE INSURANCE COMPANY89%
  • PRINCIPAL LIFE INSURANCE COMPANY11%
Total $2.8M2 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • STUMM INSURANCE LLC93%
  • CENTRO BENEFITS RESEARCH LLC7%
Total $192K2 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

SUREPOINT TECHNOLOGIES 401K PLAN

401k

Assets$17.0M
Participants254
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SUREPOINT TECHNOLOGIES WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.8M
Covered lives304
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SUREPOINT TECHNOLOGIES 401K PLAN401k$17.0M2542024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SUREPOINT TECHNOLOGIES WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.8M3042025
Retirement plans
Welfare plans
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