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Sponsor portfolioWelfare / HealthEIN 20-0209885
MOODY NATIONAL MANAGEMENT, LP
9655 KATY FWY, SUITE 600 · HOUSTON, TX 77024
7139777500
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 53
- Latest filing
- 2025
Total premiums (latest)
$325K
No prior year
Persons covered
452
No prior year
Total participants
399
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 |
|---|---|---|---|
| Dental | $126K | 38.7% | |
| Life | $59K | 18.2% | |
| Other | $58K | 17.8% | |
| Short-term disability | $39K | 12.0% | |
| Long-term disability | $24K | 7.4% | |
| Vision | $19K | 5.9% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 231503749 | LSTDLTDOth | $177K | 54.6% | 1 | 7 | 452 |
EIN 135581829 | D | $125K | 38.3% | 1 | 1 | 177 |
EIN 430949844 | V | $19K | 5.9% | 1 | 1 | 264 |
EIN 363739783 | Oth | $3K | 0.9% | 1 | 1 | 166 |
EIN 752046497 | D | $1K | 0.3% | 1 | 1 | 2 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC. | HOUSTON, TX | LIFE INSURANCE COMPANY OF NORTH AMERICA, SAFEGUARD HEALTH PLANS, INC., A TEXAS CORPORATION, METROPOLITAN LIFE INSURANCE COMPANY, EYEMED VISION CARE | $45K | $3K | $48K | 98.8% | 1 |
| PLANSOURCE BENEFITS ADMINISTRATION | ORLANDO, FL | METROPOLITAN LIFE INSURANCE COMPANY | $583 | $0 | $583 | 1.2% | 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