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Sponsor portfolioWelfare / HealthEIN 11-3779713
EXETER FINANCE LLC
2101 WEST JOHN CARPENTER FREEWAY · IRVING, TX 75063
4696380498
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$4.9M
No prior year
Persons covered
3,280
No prior year
Total participants
1,942
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 |
|---|---|---|---|
| Stop-loss | $1.9M | 41.5% | |
| Dental | $1.1M | 24.7% | |
| Short-term disability | $479K | 10.4% | |
| Life | $410K | 8.9% | |
| Long-term disability | $360K | 7.8% | |
| Health | $161K | 3.5% | |
| Vision | $154K | 3.3% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | SL | $1.9M | 38.8% | 1 | 1 | 3,165 |
EIN 930242990 | VLSTDLTD | $1.7M | 34.9% | 1 | 5 | 1,893 |
EIN 942761537 | D | $1.1M | 23.0% | 1 | 1 | 3,280 |
EIN 473938530 | H | $161K | 3.3% | 1 | 1 | 7 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC. | IRVINE, CA | STANDARD INSURANCE COMPANY, ARMADACARE, CIGNA HEALTH AND LIFE INSURANCE COMPANY, DELTA DENTAL INSURANCE COMPANY | $445K | $0 | $445K | 80.6% | 1 |
| BENEFIT ADVISORS SVS GRP LLC | — | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $0 | $88K | $88K | 15.9% | 1 |
| EXETER FINANCE LLC | IRVING, TX | STANDARD INSURANCE COMPANY | $0 | $20K | $20K | 3.6% | 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