Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$17.1M
- Health$17.0M
- Prescription drug$17.0M
- Other$2.1M
- Life$2.1M
- Short-term disability$1.1M
- +2 more
Sponsor portfolio
RETINA GROUP, INC. DBA RETINA CONSULTANTS OF AMERICA
EIN 84-3983059Latest filing 2025
Plans
2
Retirement
1
$353.2M assets
Welfare
1
$19.4M premiums
Participants
7,829
601 STATE STREET, SUITE 325 - SOUTHLAKE, TX 76092817-308-0016
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $19.4M premiums / 2,190 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- BLUE CROSS OF CALIFORNIA88%
- SUN LIFE ASSURANCE COMPANY OF CANADA6%
- TRUSTMARK INSURANCE COMPANY5%
- DELTA DENTAL OF CALIFORNIA1%
- DEARBORN LIFE INSURANCE COMPANY1%
- +1 more
Broker market share
Schedule A broker compensation
79%top
- USI INSURANCE SERVICES LLC79%
- SELERIX INSURANCE SERVICES, LLC12%
- TBX EMPLOYEE BENEFITS LLC4%
- JOE FERNANDEZ3%
- BETHANY LOVING1%
- +2 more
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$19.4M
Covered lives2,190
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | RETINA CONSULTANTS OF AMERICA 401(K) PLAN | 401k | $353.2M | 5,820 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | RETINA CONSULTANTS OF AMERICA GROUP HEALTH PLAN | Mewa | BLUECROSS BLUESHIELD OF TEXAS | $19.4M | 2,190 | 2025 |
Retirement plans
Welfare plans