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Sponsor portfolioWelfare / HealthEIN 01-0726541
CLERMONT MANAGEMENT LLC
5000 LEGACY DR STE 210 · PLANO, TX 750243181
9726899143
- Plans filed
- 1
- Years active
- 2021–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$407K
No prior year
Persons covered
170
No prior year
Total participants
170
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Dental | $363K | 45.3% | |
| Health | $344K | 42.8% | |
| Other | $36K | 4.5% | |
| Life | $26K | 3.3% | |
| Short-term disability | $26K | 3.3% | |
| Vision | $7K | 0.9% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 361236610 | HD | $344K | 84.6% | 1 | 1 | 24 |
EIN 350145825 | LSTDOth | $26K | 6.4% | 1 | 1 | 170 |
EIN 204023720 | D | $19K | 4.8% | 1 | 1 | 58 |
EIN 590781901 | Oth | $10K | 2.5% | 1 | 1 | 31 |
EIN 061227840 | V | $7K | 1.8% | 1 | 1 | 60 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| HIGGINBOTHAM INS AGENCY INC | FORT WORTH, TX | EDUCATORS HEALTH PLANS LIFE, ACCIDENT AND HEALTH, INC, VISION SERVICE PLAN, AMERICAN HERITAGE LIFE INSURANCE COMPANY, AMERICAN UNITED LIFE INSURANCE COMPANY, HEALTH CARE SERVICE CORPORATION | $26K | $272 | $26K | 100.0% | 1 |
| JUND BRIAN EDWARD | LADERA RANCH, CA | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $3 | $0 | $3 | 0.0% | 1 |
History & trajectory
5 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan