Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$131K
- Prescription drug$131K
Sponsor portfolio
BODWELL VASEK WELLS DESIMONE, LLP
EIN 85-3678722Latest filing 2025
Plans
2
Retirement
1
$1.8M assets
Welfare
1
$131K premiums
Participants
100
8117 PRESTON RD, WEST TOWER - STE 460 - DALLAS, TX 75225972-591-3224
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $131K premiums / 37 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- PAN-AMERICAN LIFE INSURANCE COMPANY100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BVWD CPAS RETIREMENT TRUST
401k
Assets$1.8M
Participants63
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BODWELL VASEK WELLS DESIMONE, LLP
Fully Insured - PAN AMERICAN LIFE INSURANCE COMPANY
Premiums$131K
Covered lives37
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BVWD CPAS RETIREMENT TRUST | 401k | $1.8M | 63 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BODWELL VASEK WELLS DESIMONE, LLP | Fully Insured | PAN AMERICAN LIFE INSURANCE COMPANY | $131K | 37 | 2025 |
Retirement plans
Welfare plans