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Sponsor portfolioWelfare / HealthEIN 03-0430021
TOLLESON WEALTH MANAGEMENT, INC.
5500 PRESTON ROAD, SUITE 250 · DALLAS, TX 75205
2142523268
- Plans filed
- 1
- Years active
- 2016–2024
- Industry
- NAICS 52
- Latest filing
- 2024
Total premiums (latest)
$3.4M
No prior year
Persons covered
430
No prior year
Total participants
215
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 | $3.3M | 32.2% | |
| Dental | $3.3M | 32.2% | |
| Prescription drug | $3.3M | 32.2% | |
| Life | $108K | 1.1% | |
| Long-term disability | $108K | 1.1% | |
| Other | $108K | 1.1% | |
| Vision | $24K | 0.2% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 361236610 | HRxD | $3.3M | 96.2% | 1 | 1 | 430 |
EIN 060838648 | LLTDOth | $108K | 3.1% | 1 | 1 | 309 |
EIN 061227840 | V | $24K | 0.7% | 1 | 1 | 157 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC | DALLAS, TX | HARTFORD LIFE AND ACCIDENT, BLUECROSS BLUESHIELD OF TEXAS | $87K | $21K | $109K | 100.0% | 1 |
History & trajectory
9 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