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  2. TURNER & TOWNSEND, INC.
Sponsor portfolio

TURNER & TOWNSEND, INC.

EIN 98-0437541-construction-Latest filing 2025
Plans
3
Retirement
2
$102.3M assets
Welfare
1
$2.3M premiums
Participants
4,387
10777 WESTHEIMER RD, SUITE 1160 - HOUSTON, TX 77042713-457-9400LinkedIn1001-5000 employeesconstruction
Plans on this EIN
3 filings
#001401k-$102.1M - 2,362 part#002ProfitSharing-$245K - 24 part#504Mixed-$2.3M - 3,048 lives

Retirement portfolio analytics

2 plans aggregated / $102.3M assets / 2,386 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • TOWNSEND INC. 401(K) (#001)100%
  • PR RETIREMENT PLAN (#002)0%
Total $102.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • TOWNSEND INC. 401(K) (#001)2,362
  • PR RETIREMENT PLAN (#002)24
Total 2,386Click row to drill in

Benefits portfolio analytics

1 plan / $2.3M premiums / 3,048 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$785K
  • Life$519K
  • Short-term disability$470K
  • Long-term disability$313K
  • Vision$246K
Total $2.3M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • STANDARD INSURANCE COMPANY56%
  • KAISER FOUNDATION HEALTH PLAN INC34%
  • UNITEDHEALTHCARE INSURANCE COMPANY11%
Total $2.3M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • NFP INSURANCE SERVICES INC100%
Total $47K1 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

TURNER & TOWNSEND INC. 401(K) PLAN

401k

Assets$102.1M
Participants2,362
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

TURNER & TOWNSEND HEERY PR RETIREMENT PLAN

ProfitSharing

Assets$245K
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

TURNER & TOWNSEND, INC. HEALTH AND WELFARE PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$2.3M
Covered lives3,048
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001TURNER & TOWNSEND INC. 401(K) PLAN401k$102.1M2,3622024
002TURNER & TOWNSEND HEERY PR RETIREMENT PLANProfitSharing$245K242024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504TURNER & TOWNSEND, INC. HEALTH AND WELFARE PLANMixedSTANDARD INSURANCE COMPANY$2.3M3,0482025
Retirement plans
Welfare plans
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