Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Short-term disability$27K
- Life$2K
Sponsor portfolio
49 MANAGEMENT COMPANY
EIN 84-3628995Finance and InsuranceLatest filing 2025
Plans
5
Retirement
1
$3.1M assets
Welfare
4
$29K premiums
Participants
688
3711 S. MOPAC EXPY, SUITE 150 - AUSTIN, TX 78746512-483-1533
Benefits portfolio analytics
4 plans / $29K premiums / 637 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- LIFETIME BENEFITS INSURANCE LLP100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
49 FINANCIAL 401(K) PLAN
401k
Assets$3.1M
Participants211
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
49 MANAGEMENT CO LLC DBA 49 FINANCIAL
Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$25K
Covered lives159
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
LIFE & AD&D
Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$2K
Covered lives158
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
SHORT TERM DISABILITY
Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$2K
Covered lives160
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
LIFE & AD&D
Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$176
Covered lives160
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | 49 FINANCIAL 401(K) PLAN | 401k | $3.1M | 211 | 2025 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | 49 MANAGEMENT CO LLC DBA 49 FINANCIAL | Fully Insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $25K | 159 | 2025 | |
| 501 | LIFE & AD&D | Fully Insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | 158 | 2025 | |
| 503 | SHORT TERM DISABILITY | Fully Insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | 160 | 2025 | |
| 504 | LIFE & AD&D | Fully Insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $176 | 160 | 2025 |
Retirement plans
Welfare plans