Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.8M
- Vision$5.2M
- Other$1.1M
- Life$679K
- Short-term disability$590K
- Long-term disability$291K
Filings through .
Situsamc Holdings Corp.
EIN 84-2147948Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$260.4M assets
Health & Benefits
1
$8.0M premiums
Participants
4,339
5065 WESTHEIMER ROAD, SUITE 700E - HOUSTON, TX 77056281-417-4466
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $8.0M premiums / 1,936 covered lives
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
SITUSAMC 401(K) PLAN
401(k)
Assets$260.4M
Participants2,858
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
SITUSAMC HOLDINGS CORP. WRAP PLAN
Mixed - ANTHEM BLUE CROSS
Premiums$8.0M
Covered lives1,936
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | SITUSAMC 401(K) PLAN | 401(k) | $260.4M | 2,858 | 2025 |
- SITUSAMC 401(K) PLAN$260.4M#002 · 401(k) · 20252,858
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | SITUSAMC HOLDINGS CORP. WRAP PLAN | Mixed | ANTHEM BLUE CROSS | $8.0M | 1,936 | 2025 |
- #501 · Mixed · ANTHEM BLUE CROSS · 20251,936
Retirement plans
Health & Benefits plans