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
Sponsor portfolio
SITUSAMC HOLDINGS CORP.
EIN 84-2147948Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$260.4M assets
Welfare
1
$8.0M premiums
Participants
4,339
5065 WESTHEIMER ROAD, SUITE 700E - HOUSTON, TX 77056281-417-4466
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $8.0M premiums / 1,936 covered livesCarrier market share
Premium dollars by Schedule A carrier
63%top
- ANTHEM LIFE INSURANCE COMPANY63%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY25%
- KAISER FOUNDATION HEALTH PLAN INC10%
- VISION SERVICE PLAN2%
- METROPOLITAN LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
100%top
- HIGGINBOTHAM INS AGENCY INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SITUSAMC 401(K) PLAN
401k
Assets$260.4M
Participants2,858
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SITUSAMC HOLDINGS CORP. WRAP PLAN
Mixed - ANTHEM BLUE CROSS
Premiums$8.0M
Covered lives1,936
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SITUSAMC 401(K) PLAN | 401k | $260.4M | 2,858 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SITUSAMC HOLDINGS CORP. WRAP PLAN | Mixed | ANTHEM BLUE CROSS | $8.0M | 1,936 | 2025 |
Retirement plans
Welfare plans