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Sponsor portfolio

GENESIS WOMENS SHELTER & SUPPORT

EIN 87-1061849-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$3.9M assets
Welfare
1
$1.6M premiums
Participants
196
2023 LUCAS DRIVE - DALLAS, TX 75219214-389-7700genesisshelter.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filings
#001403b-$3.9M - 89 part#501Fully Insured-$1.6M - 155 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 155 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Prescription drug$1.5M
  • Life$70K
  • Short-term disability$70K
  • Long-term disability$70K
  • Other$70K
  • +2 more
Total $1.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA4%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY4%
  • EYEMED VISION CARE1%
Total $1.6M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HOLMES MURPHY & ASSOCIATES100%
Total $82K1 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

GENESIS WOMENS SHELTER & SUPPORT 403(B) RETIREMENT PLAN

403b

Assets$3.9M
Participants89
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GENESIS WOMEN'S SHELTER HEALTH AND WELFARE PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$1.6M
Covered lives155
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GENESIS WOMENS SHELTER & SUPPORT 403(B) RETIREMENT PLAN403b$3.9M892025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GENESIS WOMEN'S SHELTER HEALTH AND WELFARE PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$1.6M1552025
Retirement plans
Welfare plans
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