PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. EWALD II LLC DBA EWALD KUBOTA
Sponsor portfolio

EWALD II LLC DBA EWALD KUBOTA

EIN 99-3569316-Latest filing 2025
Plans
2
Retirement
1
$6.3M assets
Welfare
1
$504K premiums
Participants
437
1900 W. INTERSTATE 10 - SEGUIN, TX 78155830-379-4591
Plans on this EIN
2 filings
#001401k-$6.3M - 262 part#510Mixed-$504K - 1,246 lives

Benefits portfolio analytics

1 plan / $504K premiums / 1,246 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$504K
  • Life$480K
  • Long-term disability$391K
  • Vision$163K
  • Short-term disability$163K
Total $504K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
45%top
  • HARTFORD LIFE AND ACCIDENT45%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA32%
  • TRANSAMERICA LIFE INSURANCE COMPANY18%
  • MEDICAL AIR SERVICES ASSOCIATION, INC.5%
Total $504K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SOUTH TEJAS INSURANCE AGENCY LLC100%
Total $123K1 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

EWALD KUBOTA 401(K) PLAN

401k

Assets$6.3M
Participants262
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

EWALD II LLC DBA EWALD KUBOTA GROUP WRAP PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$504K
Covered lives1,246
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EWALD KUBOTA 401(K) PLAN401k$6.3M2622024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510EWALD II LLC DBA EWALD KUBOTA GROUP WRAP PLANMixedHARTFORD LIFE AND ACCIDENT$504K1,2462025
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