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Sponsor portfolio

ENDO 1 PARTNERS, LLC

EIN 84-3113434-Latest filing 2025
Plans
2
Retirement
1
$63.5M assets
Welfare
1
$15.9M premiums
Participants
4,076
1800 WEST LOOP SOUTH, STE 2000 - HOUSTON, TX 77027346-396-1224
Plans on this EIN
2 filings
#001401k-$63.5M - 2,168 part#501Mewa-$15.9M - 1,842 lives

Benefits portfolio analytics

1 plan / $15.9M premiums / 1,842 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$15.1M
  • Dental$14.2M
  • Other$299K
  • Long-term disability$215K
  • Short-term disability$186K
  • Life$146K
  • +1 more
Total $15.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • KAISER FOUNDATION HEALTH PLAN INC6%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY4%
  • VISION SERVICE PLAN1%
Total $15.9M4 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • DUDUM FINANCIAL AND INSURANCE SERVI75%
  • M FINANCIAL HOLDINGS INC24%
  • DUMDUM FINANCIAL & INSURANCE1%
  • ENDO1 PARTNERS, LLC DBA SPECIALTY0%
Total $500K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SPECIALTY1 PARTNERS 401(K) PLAN

401k

Assets$63.5M
Participants2,168
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE ENDO 1 PARTNERS, LLC GROUP HEALTH PLAN

Mewa - BLUECROSS BLUESHIELD OF TEXAS

Premiums$15.9M
Covered lives1,842
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SPECIALTY1 PARTNERS 401(K) PLAN401k$63.5M2,1682024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE ENDO 1 PARTNERS, LLC GROUP HEALTH PLANMewaBLUECROSS BLUESHIELD OF TEXAS$15.9M1,8422025
Retirement plans
Welfare plans
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