Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.9M
- Dental$2.9M
- Other$159K
- Life$146K
- Short-term disability$101K
- Long-term disability$101K
- +1 more
Sponsor portfolio
STONEEAGLE, F&I, INC.
EIN 83-3555555computer softwareLatest filing 2025
Plans
2
Retirement
1
$16.8M assets
Welfare
1
$3.1M premiums
Participants
352
3400 N CENTRAL EXPY, SUITE 110 - RICHARDSON, TX 75080972-367-6535se-fi.comLinkedIn201-500 employeescomputer software
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.1M premiums / 708 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- BLUE CROSS OF CALIFORNIA94%
- UNUM LIFE INSURANCE COMPANY OF AMERICA5%
- DEARBORN LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
99%top
- PATRIOT GROWTH INSURANCE SERVICES99%
- ASSUREDPARTNERS1%
- ROGERS BENEFIT GROUP INC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
STONEEAGLE, F&I, INC. 401K PLAN
401k
Assets$16.8M
Participants188
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
STONEEAGLE F&I, INC. EMPLOYEE BENEFIT PLAN
Fully Insured - BLUECROSS BLUESHIELD OF TEXAS
Premiums$3.1M
Covered lives708
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | STONEEAGLE, F&I, INC. 401K PLAN | 401k | $16.8M | 188 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | STONEEAGLE F&I, INC. EMPLOYEE BENEFIT PLAN | Fully Insured | BLUECROSS BLUESHIELD OF TEXAS | $3.1M | 708 | 2025 |
Retirement plans
Welfare plans