Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.7M
- Dental$2.7M
- Life$78K
- Other$78K
- Long-term disability$38K
- Short-term disability$23K
- +1 more
Sponsor portfolio
GENERATIONAL EQUITY LLC
EIN 86-1122234financial servicesLatest filing 2025
Plans
2
Retirement
1
$32.6M assets
Welfare
1
$2.8M premiums
Participants
636
3400 N CENTRAL EXPY STE 100 - RICHARDSON, TX 750800046972-232-1101genequityco.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.8M premiums / 346 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- BLUE CROSS OF CALIFORNIA95%
- UNITED OF OMAHA LIFE INSURANCE COMPANY5%
- METROPOLITAN LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
100%top
- HIGGINBOTHAM INS AGENCY INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
GENERATIONAL EQUITY, LLC 401(K) PLAN
401k
Assets$32.6M
Participants373
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GENERATIONAL EQUITY LLC WRAP PLAN
Fully Insured - HEALTH CARE SERVICE CORPORATION
Premiums$2.8M
Covered lives346
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GENERATIONAL EQUITY, LLC 401(K) PLAN | 401k | $32.6M | 373 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GENERATIONAL EQUITY LLC WRAP PLAN | Fully Insured | HEALTH CARE SERVICE CORPORATION | $2.8M | 346 | 2025 |
Retirement plans
Welfare plans