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Sponsor portfolioWelfare / HealthEIN 20-8675090
OTC GLOBAL HOLDINGS, LP
5151 SAN FELIPE, SUITE 2200 · HOUSTON, TX 77056
7136130555
- Plans filed
- 1
- Years active
- 2016–2024
- Industry
- NAICS 42
- Latest filing
- 2024
Total premiums (latest)
$2.6M
No prior year
Persons covered
384
No prior year
Total participants
149
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 |
|---|---|---|---|
| Health | $2.5M | 32.4% | |
| Dental | $2.5M | 32.4% | |
| Prescription drug | $2.5M | 32.4% | |
| Other | $74K | 1.0% | |
| Life | $51K | 0.7% | |
| Vision | $26K | 0.3% | |
| Short-term disability | $26K | 0.3% | |
| Long-term disability | $26K | 0.3% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 361236610 | HRxD | $2.5M | 96.1% | 1 | 1 | 384 |
EIN 360792925 | LOth | $74K | 2.9% | 1 | 4 | 67 |
EIN 362598882 | VLSTDLTDOth | $26K | 1.0% | 1 | 1 | 56 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| BRANDON PENKO | ROSHARON, TX | TRUSTMARK INSURANCE COMPANY | $36K | $0 | $36K | 60.2% | 1 |
| ALLIANT INSURANCE SERVICES, INC. | HOUSTON, TX | DEARBORN LIFE INSURANCE COMPANY, TRUSTMARK INSURANCE COMPANY, BLUE CROSS BLUE SHIELD OF TEXAS | $18K | $6K | $24K | 39.8% | 1 |
| OTC GLOBAL HOLDINGS, LP | HOUSTON, TX | BLUE CROSS BLUE SHIELD OF TEXAS | $0 | $4 | $4 | 0.0% | 1 |
History & trajectory
9 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