PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SER CONSTRUCTION PARTNERS, LLC
Sponsor portfolio

SER CONSTRUCTION PARTNERS, LLC

EIN 91-2098600-construction-Latest filing 2025
Plans
3
Retirement
1
$3.5M assets
Welfare
2
$2.1M premiums
Participants
885
PO BOX 5685 - PASADENA, TX 775085685713-473-7900LinkedIn201-500 employeesconstruction
Plans on this EIN
3 filings
#001401k-$3.5M - 377 part#502Fully Insured-$2.1M - 229 lives#505Self Funded-0 lives

Benefits portfolio analytics

2 plans / $2.1M premiums / 229 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Dental$259K
  • Vision$259K
  • Life$259K
  • Short-term disability$259K
  • Other$259K
  • +1 more
Total $2.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • BLUE CROSS OF CALIFORNIA88%
  • PRINCIPAL LIFE INSURANCE COMPANY12%
Total $2.1M2 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • HIGGINBOTHAM INS AGENCY INC95%
  • ROGER GARZA5%
Total $96K2 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

SER CONSTRUCTION PARTNERS LLC 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$3.5M
Participants377
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SER CONSTRUCTION PARTNERS, LLC WRAP PLAN

Fully Insured - HEALTH CARE SERVICE CORPORATION

Premiums$2.1M
Covered lives229
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

SER CONSTRUCTION PARTNERS EBP

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SER CONSTRUCTION PARTNERS LLC 401(K) PROFIT SHARING PLAN AND TRUST401k$3.5M3772024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SER CONSTRUCTION PARTNERS, LLC WRAP PLANFully InsuredHEALTH CARE SERVICE CORPORATION$2.1M2292025
505SER CONSTRUCTION PARTNERS EBPSelf Funded-$002025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica