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Sponsor portfolio

AMARILLO HEART INSTITUTE

EIN 88-3862154-information technology and services-Latest filing 2025
Plans
4
Retirement
1
$5.5M assets
Welfare
3
$1.6M premiums
Participants
457
1660 POINT WEST PARKWAY - AMARILLO, TX 79124806-553-9444amarilloartinstitute.orgLinkedIn1-10 employeesinformation technology and services
Plans on this EIN
4 filings
#001401k-$5.5M - 56 part#501Fully Insured-$1.5M - 293 lives#506Fully Insured-$72K - 60 lives#507Fully Insured-$21K - 113 lives

Benefits portfolio analytics

3 plans / $1.6M premiums / 466 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.5M
  • Vision$1.5M
  • Health$1.5M
  • Prescription drug$1.5M
  • Short-term disability$72K
  • Long-term disability$72K
  • +2 more
Total $1.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • UNITEDHEALTHCARE INSURANCE COMPANY93%
  • NORTHWESTERN MUTUAL5%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
Total $1.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • LOCKTON COMPANIES, LLC82%
  • JOHN S DENTON16%
  • LJL FINANCIAL GROUP LLC3%
Total $49K3 slices

Plan deep-dives

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

AMARILLO HEART INSTITUTE 401(K) AND PROFIT SHARING PLAN

401k

Assets$5.5M
Participants56
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AMARILLO HEART INSTITUTE HEALTH AND WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.5M
Covered lives293
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

AMARILLO HEART INSTITUTE, LLP DISABILITY BENEFIT

Fully Insured - NORTHWESTERN MUTUAL

Premiums$72K
Covered lives60
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

AMARILLO HEART INSTITUTE, LLP DENTAL, VISION, LIFE

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$21K
Covered lives113
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AMARILLO HEART INSTITUTE 401(K) AND PROFIT SHARING PLAN401k$5.5M562025

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AMARILLO HEART INSTITUTE HEALTH AND WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.5M2932025
506AMARILLO HEART INSTITUTE, LLP DISABILITY BENEFITFully InsuredNORTHWESTERN MUTUAL$72K602025
507AMARILLO HEART INSTITUTE, LLP DENTAL, VISION, LIFEFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$21K1132025
Retirement plans
Welfare plans
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