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Sponsor portfolio

WILDHORSE FINANCIAL SERVICES DBA

EIN 83-4122718-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$1.2M assets
Welfare
1
$788K premiums
Participants
374
3800 QUICK HILL RD. BLDG 2, STE 200 - AUSTIN, TX 78728956-222-3692
Plans on this EIN
2 filings
#001401k-$1.2M - 164 part#501Fully Insured-$788K - 208 lives

Benefits portfolio analytics

1 plan / $788K premiums / 208 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$788K
  • Health$740K
  • Dental$740K
  • Vision$48K
  • Life$48K
  • Short-term disability$48K
  • +1 more
Total $788K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • DEARBORN LIFE INSURANCE COMPANY6%
Total $788K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LEWIS WATKINS FARMER AGENCY INC100%
Total $58K1 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

WILDHORSE FINANCIAL SERVICES L 401(K) PROFIT SHARING PLAN AND T

401k

Assets$1.2M
Participants164
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WILDHORSE FINANCIAL WELFARE BENEFITS PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$788K
Covered lives208
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WILDHORSE FINANCIAL SERVICES L 401(K) PROFIT SHARING PLAN AND T401k$1.2M1642025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WILDHORSE FINANCIAL WELFARE BENEFITS PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$788K2082025
Retirement plans
Welfare plans
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