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Sponsor portfolio

TWIN EAGLE HOLDINGS N.A., LLC

EIN 83-0542503-Utilities-Latest filing 2025
Plans
2
Retirement
1
$40.4M assets
Welfare
1
$2.5M premiums
Participants
311
1700 CITY PLAZA DR, STE 500 - SPRING, TX 77389713-341-7300
Plans on this EIN
2 filings
#002401k-$40.4M - 188 part#501Fully Insured-$2.5M - 266 lives

Benefits portfolio analytics

1 plan / $2.5M premiums / 266 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.4M
  • Dental$189K
  • Vision$189K
  • Life$189K
  • Short-term disability$189K
  • Long-term disability$189K
  • +1 more
Total $2.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA7%
Total $2.5M2 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • MARSH & MCLENNAN AGENCY LLC71%
  • MCGRIFF INSURANCE SERVICES INC29%
Total $76K2 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

TWIN EAGLE RESOURCE MANAGEMENT 401(K) PLAN

401k

Assets$40.4M
Participants188
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TWIN EAGLE HOLDINGS N.A., LLC PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$2.5M
Covered lives266
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002TWIN EAGLE RESOURCE MANAGEMENT 401(K) PLAN401k$40.4M1882025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TWIN EAGLE HOLDINGS N.A., LLC PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$2.5M2662025
Retirement plans
Welfare plans
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