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Sponsor portfolio

CORDIALSA USA INC

EIN 83-0391212-food & beverages-Latest filing 2025
Plans
2
Retirement
1
$2.7M assets
Welfare
1
$901K premiums
Participants
406
2201 TIMBERLOCH PLACE, SUITE 175 - THE WOODLANDS, TX 77380346-529-2204cordialsausa.comLinkedIn51-200 employeesfood & beverages
Plans on this EIN
2 filings
#001401k-$2.7M - 210 part#501Fully Insured-$901K - 197 lives

Benefits portfolio analytics

1 plan / $901K premiums / 197 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$690K
  • Dental$80K
  • Other$72K
  • Long-term disability$25K
  • Life$23K
  • Vision$19K
  • +1 more
Total $901K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • UNITEDHEALTHCARE INSURANCE COMPANY77%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY15%
  • HUMANA INSURANCE COMPANY9%
Total $901K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HIGGINBOTHAM INS AGENCY INC100%
Total $73K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CORDIALSA USA INC 401K PROFIT SHARING PLAN AND TRUST

401k

Assets$2.7M
Participants210
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CORDIALSA USA, INC. WRAP PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$901K
Covered lives197
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CORDIALSA USA INC 401K PROFIT SHARING PLAN AND TRUST401k$2.7M2102025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CORDIALSA USA, INC. WRAP PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$901K1972025
Retirement plans
Welfare plans
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