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Sponsor portfolioWelfare / HealthEIN 20-0320671

IA AMERICAN FINANCIAL HOLDINGS, INC.

8201 N FM 620 ROAD · AUSTIN, TX 78726
8003466469
Plans filed
1
Years active
2016–2025
Industry
NAICS 42
Latest filing
2025
Total premiums (latest)
$12.4M
No prior year
Persons covered
1,521
No prior year
Total participants
772
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$12.4M
IA AMERICAN FINANCIAL HOLDINGS, INC. GROUP INSURANCE PLAN
Fully insured1,521 covered·3 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$10.5M33.0%
Prescription drug$10.5M33.0%
Other$1.8M5.7%
Dental$1.8M5.7%
Vision$1.8M5.7%
Life$1.8M5.7%
Short-term disability$1.8M5.7%
Long-term disability$1.8M5.7%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HRx
$10.5M85.2%111,521
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLSTDLTDOth
$1.8M14.6%11635
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD
EIN 731016728
Oth
$24K0.2%11119

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOCKTON COMPANIES, LLCDENVER, COPRE-PAID LEGAL SERVICES, INC DBA LEGALSHIELD, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, UNITEDHEALTHCARE INSURANCE COMPANY$247K$189K$436K99.8%1
JUDY A JOHNSTONALBUQUERQUE, NMPRE-PAID LEGAL SERVICES, INC DBA LEGALSHIELD$1K$0$1K0.2%1
JOHN R WILSONSAN ANTONIO, TXPRE-PAID LEGAL SERVICES, INC DBA LEGALSHIELD$30$0$300.0%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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