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Sponsor portfolio

SURF OPCO LLC

EIN 86-1780704-Latest filing 2025
Plans
2
Retirement
1
$8.7M assets
Welfare
1
$1.8M premiums
Participants
472
8648 GLENMONT DRIVE, SUITE 130 - HOUSTON, TX 77036713-466-9283
Plans on this EIN
2 filings
#001401k-$8.7M - 270 part#503Fully Insured-$1.8M - 276 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 276 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Dental$1.6M
  • Prescription drug$1.6M
  • Vision$154K
  • Life$154K
  • Short-term disability$154K
  • +2 more
Total $1.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • DEARBORN LIFE INSURANCE COMPANY9%
Total $1.8M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $87K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SURF OPCO 401(K) PLAN

401k

Assets$8.7M
Participants270
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

SURF OP CO LLC DBA WAVE ELECTRONICS HEALTH AND WELFARE PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$1.8M
Covered lives276
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SURF OPCO 401(K) PLAN401k$8.7M2702024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503SURF OP CO LLC DBA WAVE ELECTRONICS HEALTH AND WELFARE PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$1.8M2762025
Retirement plans
Welfare plans
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