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Sponsor portfolioWelfare / HealthEIN 11-2996037

KOENIG & BAUER (US), INC.

2555 REGENT BOULEVARD · DALLAS, TX 75261
4695328000
Plans filed
10
Years active
2016–2025
Industry
NAICS 81
Latest filing
2025
Total premiums (latest)
$378K
No prior year
Persons covered
370
No prior year
Total participants
149
No prior year
Plans filed
10
No prior year

Plans under this sponsor

10 plans
Plan #501$1.8M
KOENIG & BAUER (US) INC. MAJOR MEDICAL PLAN
Fully insured255 covered·1 carrier
Primary: BLUE CROSS BLUE SHIELD OF TEXAS
Plan #511$378K
KOENIG & BAUER (US) INC. HEALTH AND WELFARE BENEFITS PLAN
Mixed370 covered·4 carriers
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #510$110K
MEDICAL GAP - BASE PLAN
Fully insured61 covered·1 carrier
Primary: STANDARD LIFE & ACCIDENT
Plan #503$109K
KOENIG & BAUER (US) INC. GROUP DENTAL PLAN
Fully insured343 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #502$48K
KOENIG & BAUER (US) 11311
Fully insured47 covered·1 carrier
Primary: MORGAN WHITE ADMINISTRATORS
Plan #508$44K
KOENIG & BAUER (US) INC. LONG-TERM DISABILITY PLAN
Fully insured125 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #506$42K
KBA NORTH AMERICA INC GROUP ACCIDENTAL DEATH AND DISMEMBERMENT PLAN
Fully insured115 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #507$39K
KOENIG & BAUER (US) INC. SHORT-TERM DISABILITY PLAN
Fully insured125 covered·2 carriers
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #505$37K
KOENIG & BAUER (US) INC. LIFE AND ADD PLAN
Fully insured125 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #504$17K
KOENIG & BAUER (US) INC. GROUP VISION PLAN
Fully insured343 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$126K23.7%
Vision$126K23.7%
Life$110K20.8%
Other$59K11.2%
Long-term disability$59K11.0%
Short-term disability$51K9.6%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
LSTDLTDOth
$212K56.1%14143
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
DV
$126K33.3%11370
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
LOth
$27K7.2%1114
LIFESECURE INSURANCE COMPANY
EIN 750956156
Oth
$13K3.5%125

Broker overview

12 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VALIFE INSURANCE COMPANY OF NORTH AMERICA, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY$46K$7K$53K79.2%1
WATCH TOWER TECHNOLOGIES INCCHICAGO, ILLIFE INSURANCE COMPANY OF NORTH AMERICA$0$10K$10K15.0%1
WATCHTOWER BENEFITS, LLCCHICAGO, ILMETROPOLITAN LIFE INSURANCE COMPANY$2K$0$2K3.1%1
BRANDY R BYERSFORNEY, TXCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$531$0$5310.8%1
IMA, INC.DALLAS, TXCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY, LIFESECURE INSURANCE COMPANY$529$0$5290.8%1
STUART DUNKLEQUITMAN, TXCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$211$0$2110.3%1
NATIONAL ENROLLMENT PARTNERS LLCCRANSTON, RICOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$173$0$1730.3%1
JACQUELINE ST HILAIREPLANO, TXCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$170$0$1700.3%1
LTCI PARTNERS LLCWILMINGTON, DELIFESECURE INSURANCE COMPANY$81$0$810.1%1
VIRGINIA LEDER-CLARKHIGHLAND VILLAGE, TXCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$64$0$640.1%1
SPECIALTY PLANNERS, INC.FORT MYERS, FLLIFESECURE INSURANCE COMPANY$49$0$490.1%1
INGLE BENEFITS LLCCELINA, TXCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$19$0$190.0%1

History & trajectory

10 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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