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Sponsor portfolioWelfare / HealthEIN 11-2962027
SOLEO HEALTH HOLDINGS
d/b/a SOLEO HEALTH
2801 NETWORK BOULEVARD, SUITE 505 · FRISCO, TX 75034
6105862311
- Plans filed
- 2
- Years active
- 2015–2025
- Industry
- NAICS 44
- Latest filing
- 2025
Total premiums (latest)
$11.5M
No prior year
Persons covered
1,264
No prior year
Total participants
846
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $10.1M | 42.2% | |
| Prescription drug | $10.1M | 42.2% | |
| Other | $920K | 3.9% | |
| Life | $744K | 3.1% | |
| Short-term disability | $744K | 3.1% | |
| Long-term disability | $744K | 3.1% | |
| Dental | $492K | 2.1% | |
| Vision | $54K | 0.2% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | HRx | $10.1M | 87.3% | 1 | 1 | 846 |
EIN 910742147 | LSTDLTDOth | $920K | 8.0% | 1 | 2 | 846 |
EIN 942761537 | D | $492K | 4.3% | 1 | 1 | 1,264 |
EIN 430949844 | V | $54K | 0.5% | 1 | 1 | 1,112 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC | BLUE BELL, PA | SYMETRA LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY, EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO., DELTA DENTAL INSURANCE COMPANY | $144K | $246K | $390K | 100.0% | 1 |
History & trajectory
11 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