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Sponsor portfolioWelfare / HealthEIN 13-4092743

WATERMARK INSIGHTS, LLC

10900 STONELAKE BLVD. · AUSTIN, TX 78759
2128682700
Plans filed
1
Years active
2018–2025
Industry
NAICS 51
Latest filing
2025
Total premiums (latest)
$2.1M
No prior year
Persons covered
298
No prior year
Total participants
176
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.1M
WATERMARK HEALTH & WELLNESS PLAN
Fully insured298 covered·2 carriers
Primary: BLUECROSS BLUESHIELD OF TEXAS

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.0M30.8%
Dental$2.0M30.8%
Prescription drug$2.0M30.8%
Vision$98K1.5%
Life$98K1.5%
Short-term disability$98K1.5%
Long-term disability$98K1.5%
Other$98K1.5%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 361236610
HRxD
$2.0M95.3%11298
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
VLSTDLTDOth
$98K4.7%11176

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GALLAGHER BENEFIT SERVICES, INC.SAN ANTONIO, TXBLUECROSS BLUESHIELD OF TEXAS, UNUM LIFE INSURANCE COMPANY OF AMERICA$62K$2K$63K66.6%1
EXPERINS, LLCAUSTIN, TXBLUECROSS BLUESHIELD OF TEXAS$28K$0$28K29.2%1
JAMES A. HALBERT IIIAUSTIN, TXUNUM LIFE INSURANCE COMPANY OF AMERICA$4K$0$4K4.2%1

History & trajectory

8 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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