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Sponsor portfolio

BANDON FITNESS (TEXAS), INC.

EIN 82-5321832-health, wellness and fitness-Latest filing 2024
Plans
2
Retirement
1
$273K assets
Welfare
1
$395K premiums
Participants
925
750 N ST. PAUL ST #250 PMB 59843 - DALLAS, TX 75201512-772-4268bandonholdingsllc.comLinkedIn1001-5000 employeeshealth, wellness and fitness
Plans on this EIN
2 filings
#001401k-$273K - 741 part#501Fully Insured-$395K - 213 lives

Benefits portfolio analytics

1 plan / $395K premiums / 213 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$229K
  • Life$166K
  • Dental$122K
  • Vision$122K
  • Short-term disability$43K
  • Other$43K
Total $395K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • AMERICA'S TPA, LLC DBA HEALTHEZ58%
  • PRINCIPAL LIFE INSURANCE COMPANY31%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA11%
Total $395K3 slices

Broker market share

Schedule A broker compensation

Split broker
79%top
  • AMERICA'S TPA, INC. DBA HEALTHEZ79%
  • ARIZONA BENEFIT CONSULTANTS LLC5%
  • NATALIE MALHAM4%
  • LAUREN ELIZABETH MILNER4%
  • KELLY AND CALLOWAY INSURANCE GROUP3%
  • +3 more
Total $192K8 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

BANDON FITNESS (TEXAS), INC. 401(K) PLAN

401k

Assets$273K
Participants741
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BANDON FITNESS, INC. HEALTH & WELFARE WRAP PLAN

Fully Insured - AMERICA'S TPA, LLC DBA HEALTHEZ

Premiums$395K
Covered lives213
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BANDON FITNESS (TEXAS), INC. 401(K) PLAN401k$273K7412024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BANDON FITNESS, INC. HEALTH & WELFARE WRAP PLANFully InsuredAMERICA'S TPA, LLC DBA HEALTHEZ$395K2132024
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