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Original filing (PDF)20251008141202NAL0009573328001
MCCOMBS FAMILY PARTNERS, LTD
Form 5500
FILING_RECEIVED
MCCOMBS ENTERPRISES FLEXIBLE BENEFITS CAFETERIA PLAN AND TRUST
Health & welfare plan
Signals · 3
100% in single holding~1378 bps in Sched C feesNo recordkeeper disclosed
Active participants
1,162
Accounts w/ balance
—
Plan assets (EOY)
$4.2M
Net assets (EOY)
$4.2M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Frost Bank Cash – interest-bearing deposits" is 100% of plan.
- 1378 bps in Schedule C fees — 2549% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCCOMBS FAMILY PARTNERS, LTD.
Plan sponsor
Name
MCCOMBS FAMILY PARTNERS, LTD
EIN
30-0001872
Address
755 E MULBERRY SUITE 600 · SAN ANTONIO, TX · 78212
Phone
(210) 821-6523
Industry
Finance & Insurancesee all
Plan administrator
Name
DAVID W. BEHNKE
EIN
46-2042146
City
SAN ANTONIO, TX
Phone
(210) 821-6523
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY | 06-6033492 | HARTFORD, CT | — | $444K | — |
| EXPRESS SCRIPTS, INC. | 43-1420563 | CHICAGO, IL | — | $110K | — |
| FORVIS MAZARS, LLP F/K/A BKD, LLP | 44-0160260 | SAN ANTONIO, TX | — | $25K | — |
| WEX HEALTH F/K/A DISCOVERY BENEFITS | 90-0058554 | FARGO, ND | — | $6K | — |
Investments
1 direct security· $3.0M(70% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Frost Bank Cash – interest-bearing deposits | — | — | $3.0M | $3.0M | 69.9% |