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Sponsor portfolioWelfare / HealthEIN 06-1709416

BENEFICIENT COMPANY GROUP USA, LLC

325 NORTH ST. PAUL, SUITE 4850 · DALLAS, TX 75201
2144454715
Plans filed
4
Years active
2021–2024
Industry
NAICS 52
Latest filing
2024
Total premiums (latest)
$2.8M
No prior year
Persons covered
601
No prior year
Total participants
273
No prior year
Plans filed
4
No prior year

Plans under this sponsor

4 plans
Plan #501$1.3M
BENEFICIENT COMPANY GROUP USA, LLC
Fully insured184 covered·1 carrier
Primary: BLUECROSS BLUESHIELD OF TEXAS
Plan #504$1.3M
BENEFICIENT COMPANY GROUP USA, LLC DENTAL
Fully insured184 covered·1 carrier
Primary: BLUECROSS BLUESHIELD OF TEXAS
Plan #503$119K
BENEFICIENT COMPANY GROUP USA LLC
Fully insured66 covered·1 carrier
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Plan #502$11K
BENEFICIENT COMPANY GROUP USA, LLC
Fully insured167 covered·1 carrier
Primary: EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS. CO.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.6M31.4%
Dental$2.6M31.4%
Prescription drug$2.6M31.4%
Life$119K1.4%
Short-term disability$119K1.4%
Long-term disability$119K1.4%
Other$119K1.4%
Vision$11K0.1%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 361236610
HRxD
$2.6M95.3%22368
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
LSTDLTDOth
$119K4.3%1166
EYEMED VISION CARE
EIN 430949844
V
$11K0.4%11167

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HOLMES MURPHY & ASSOCIATESDALLAS, TXBLUECROSS BLUESHIELD OF TEXAS, EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS. CO., LIFE INSURANCE COMPANY OF NORTH AMERICA$108K$5K$113K100.0%4

History & trajectory

4 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
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