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Sponsor portfolioWelfare / HealthEIN 02-0589146
LLOYD JONES, LLC
100 CRESCENT COURT · DALLAS, TX 75201
3054159910
- Plans filed
- 1
- Years active
- 2016–2024
- Industry
- NAICS 53
- Latest filing
- 2024
Total premiums (latest)
$264K
No prior year
Persons covered
786
No prior year
Total participants
0
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 |
|---|---|---|---|
| Health | $240K | 43.2% | |
| Prescription drug | $240K | 43.2% | |
| Life | $13K | 2.4% | |
| Short-term disability | $13K | 2.4% | |
| Long-term disability | $13K | 2.4% | |
| Other | $13K | 2.4% | |
| Dental | $11K | 1.9% | |
| Vision | $11K | 1.9% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | HRxDV | $251K | 94.9% | 1 | 2 | 283 |
EIN 135123390 | LSTDLTDOth | $13K | 5.1% | 1 | 1 | 786 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| PROPEL INSURANCE AGENCY, LLC | TACOMA, WA | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, CIGNA HEALTH AND LIFE INSURANCE COMPANY | $11K | $0 | $11K | 69.9% | 1 |
| THE CASON GROUP INC | COLUMBIA, SC | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, CIGNA HEALTH AND LIFE INSURANCE COMPANY | $620 | $4K | $5K | 28.8% | 1 |
| WATCHTOWER BENEFITS, LLC | CHICAGO, IL | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $203 | $0 | $203 | 1.3% | 1 |
History & trajectory
7 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