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  2. RETINA GROUP, INC. DBA RETINA CONSULTANTS OF AMERICA
Sponsor portfolio

RETINA GROUP, INC. DBA RETINA CONSULTANTS OF AMERICA

EIN 84-3983059-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
1
$353.2M assets
Welfare
1
$16.3M premiums
Participants
6,571
601 STATE STREET, SUITE 325 - SOUTHLAKE, TX 76092972-779-0707
Plans on this EIN
2 filings
#001401k-$353.2M - 5,820 part#501Mewa-$16.3M - 1,838 lives

Benefits portfolio analytics

1 plan / $16.3M premiums / 1,838 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$14.0M
  • Prescription drug$14.0M
  • Dental$14.0M
  • Other$2.2M
  • Life$2.1M
  • Short-term disability$1.7M
  • +2 more
Total $16.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • BLUE CROSS OF CALIFORNIA86%
  • SUN LIFE ASSURANCE COMPANY OF CANADA9%
  • TRUSTMARK INSURANCE COMPANY3%
  • DEARBORN LIFE INSURANCE COMPANY2%
  • DELTA DENTAL OF CALIFORNIA1%
  • +1 more
Total $16.3M6 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • USI INSURANCE SERVICES LLC82%
  • TBX EMPLOYEE BENEFITS LLC16%
  • LOCKTON COMPANIES, LLC1%
  • GALLAGHER BENEFIT SERVICES, INC.0%
Total $917K4 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

RETINA CONSULTANTS OF AMERICA 401(K) PLAN

401k

Assets$353.2M
Participants5,820
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RETINA CONSULTANTS OF AMERICA GROUP HEALTH PLAN

Mewa - BLUECROSS BLUESHIELD OF TEXAS

Premiums$16.3M
Covered lives1,838
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001RETINA CONSULTANTS OF AMERICA 401(K) PLAN401k$353.2M5,8202024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RETINA CONSULTANTS OF AMERICA GROUP HEALTH PLANMewaBLUECROSS BLUESHIELD OF TEXAS$16.3M1,8382024
Retirement plans
Welfare plans
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