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Sponsor portfolioWelfare / HealthEIN 06-1653969
SOUTHERN INNOVATIONS, LLC
1034 TEXAN TRAIL · GRAPEVINE, TX 76051
8173105575
- Plans filed
- 4
- Years active
- 2017–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$1.4M
No prior year
Persons covered
440
No prior year
Total participants
193
No prior year
Plans filed
4
No prior year
Plans under this sponsor
4 plans
Plan #504$1.4M
SOUTHERN INNOVATIONS LLC EMPLOYEE BENEFIT PLAN
Fully insured440 covered·4 carriers
Primary: BLUECROSS BLUESHIELD OF TEXAS
Plan #502$45K
SOUTHERN INNOVATIONS DEARBORN PLAN
Fully insured139 covered·1 carrier
Primary: DEARBORN LIFE INSURANCE COMPANY
Plan #503$22K
SOUTHERN INNOVATIONS UNUM PLAN
Fully insured120 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #501$485
SOUTHERN INNOVATIONS LIFE & AD&D PLAN
Fully insured119 covered·1 carrier
Primary: DEARBORN NATIONAL
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $1.3M | 46.4% | |
| Dental | $1.3M | 46.4% | |
| Other | $54K | 1.9% | |
| Life | $47K | 1.7% | |
| Short-term disability | $47K | 1.7% | |
| Long-term disability | $47K | 1.7% | |
| Vision | $7K | 0.2% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 361236610 | HD | $1.3M | 95.6% | 1 | 1 | 440 |
EIN 362598882 | LSTDLTDOth | $47K | 3.4% | 1 | 1 | 188 |
EIN 430949844 | V | $7K | 0.5% | 1 | 1 | 189 |
EIN 590781901 | Oth | $7K | 0.5% | 1 | 1 | 23 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | DALLAS, TX | AMERICAN HERITAGE LIFE INSURANCE COMPANY, BLUECROSS BLUESHIELD OF TEXAS, EYEMED VISION CARE, DEARBORN LIFE INSURANCE COMPANY | $109K | $4K | $112K | 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