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Sponsor portfolioWelfare / HealthEIN 20-5248267
SALES BENCHMARK INDEX
d/b/a SBI GROWTH ADVISORY
2021 MCKINNEY AVE, SUITE 550 · DALLAS, TX 75201
4697181747
- Plans filed
- 3
- Years active
- 2024–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$782K
No prior year
Persons covered
256
No prior year
Total participants
400
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #502$647K
SBI GROWTH ADVISORY MEDICAL PLAN
Fully insured140 covered·1 carrier
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY
Plan #501$118K
SBI GROWTH ADVISORY LIFE & DISABILITY
Fully insured115 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #506$17K
CIGNA GLOBAL MBA PLAN
Mixed1 covered·1 carrier
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $647K | 36.3% | |
| Prescription drug | $647K | 36.3% | |
| Other | $135K | 7.6% | |
| Life | $118K | 6.6% | |
| Short-term disability | $118K | 6.6% | |
| Long-term disability | $118K | 6.6% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | HRxOth | $665K | 85.0% | 2 | 2 | 141 |
EIN 381082080 | LSTDLTDOth | $118K | 15.0% | 1 | 1 | 115 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC | KANSAS CITY, MO | SUN LIFE ASSURANCE COMPANY OF CANADA, CIGNA HEALTH AND LIFE INSURANCE COMPANY | $71K | $0 | $71K | 100.0% | 3 |
History & trajectory
2 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