Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$880K
- Other$145K
- Life$94K
- Dental$72K
- Vision$72K
- Short-term disability$51K
Sponsor portfolio
SUNBELT WATERPROOFING HOLDINGS, LLC
EIN 86-3352129Latest filing 2025
Plans
3
Retirement
1
$874K assets
Welfare
2
$1.1M premiums
Participants
578
7318 FERGUSON RD. - DALLAS, TX 75228972-681-6222
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $1.1M premiums / 496 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- BLUE CROSS OF CALIFORNIA86%
- UNITED OF OMAHA LIFE INSURANCE COMPANY7%
- UNUM LIFE INSURANCE COMPANY OF AMERICA5%
- DEARBORN LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
87%top
- MARSH & MCLENNAN AGENCY LLC87%
- MICHELE E MARTIN2%
- MS HEALTH ECONOMIC CONSULTANTS LLC2%
- DEACON CHARLES KAVANAUGH2%
- MPART BENEFITS INC2%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SUNBELT WATERPROOFING & RESTORATION 401(K)
401k
Assets$874K
Participants298
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SUNBELT WATERPROOFING HOLDINGS, LLC WELFARE BENEFIT PLAN
Fully Insured - BLUECROSS BLUESHIELD OF TEXAS
Premiums$1.0M
Covered lives287
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
SUNBELT BUILDING SERVICES BASIC LIFE PLAN
Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$88K
Covered lives209
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SUNBELT WATERPROOFING & RESTORATION 401(K) | 401k | $874K | 298 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SUNBELT WATERPROOFING HOLDINGS, LLC WELFARE BENEFIT PLAN | Fully Insured | BLUECROSS BLUESHIELD OF TEXAS | $1.0M | 287 | 2025 | |
| 504 | SUNBELT BUILDING SERVICES BASIC LIFE PLAN | Fully Insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $88K | 209 | 2024 |
Retirement plans
Welfare plans