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Sponsor portfolio

WEST TEXAS HEALTH PLLC

EIN 87-2044230-Latest filing 2025
Plans
3
Retirement
2
$20.2M assets
Welfare
1
$1.5M premiums
Participants
426
1665 ANTILLEY RD., #300 - ABILENE, TX 79606325-437-8655westtexashealth.comLinkedIn1-10 employees
Plans on this EIN
3 filings
#002401k-$17.4M - 277 part#001TraditionalDB-$2.8M - 19 part#501Mixed-$1.5M - 206 lives

Retirement portfolio analytics

2 plans aggregated / $20.2M assets / 296 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • RETIREMENT AND Savings (#002)86%
  • & T #1 (#001)14%
Total $20.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RETIREMENT AND Savings (#002)277
  • & T #1 (#001)19
Total 296Click row to drill in

Benefits portfolio analytics

1 plan / $1.5M premiums / 206 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Other$68K
  • Life$32K
  • Short-term disability$25K
  • Vision$20K
  • Long-term disability$5
Total $1.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY4%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
  • AMERITAS LIFE INSURANCE CORP.1%
  • RELIASTAR LIFE INSURANCE COMPANY1%
Total $1.5M5 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • MARSH & MCLENNAN AGENCY LLC98%
  • AGIS NETWORK INSURANCE SERVICE2%
Total $67K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

WEST TEXAS HEALTH, PLLC. RETIREMENT AND SAVINGS PLAN

401k

Assets$17.4M
Participants277
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ABILENE DIAGNOSTIC CLINIC, PLLC DBPP & T #1

TraditionalDB

Assets$2.8M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WEST TEXAS HEALTH PLLC GROUP HEALTH AND WELFARE PLAN

Mixed - BLUECROSS BLUESHIELD OF TEXAS

Premiums$1.5M
Covered lives206
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002WEST TEXAS HEALTH, PLLC. RETIREMENT AND SAVINGS PLAN401k$17.4M2772024
001ABILENE DIAGNOSTIC CLINIC, PLLC DBPP & T #1TraditionalDB$2.8M192024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WEST TEXAS HEALTH PLLC GROUP HEALTH AND WELFARE PLANMixedBLUECROSS BLUESHIELD OF TEXAS$1.5M2062025
Retirement plans
Welfare plans
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