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Sponsor portfolioWelfare / HealthEIN 22-3340889
PATTERSON + SHERIDAN, LLP
24 GREENWAY PLAZA · HOUSTON, TX 77046
7136234844
- Plans filed
- 2
- Years active
- 2015–2024
- Industry
- NAICS 54
- Latest filing
- 2024
Total premiums (latest)
$2.2M
No prior year
Persons covered
284
No prior year
Total participants
147
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $2.0M | 47.3% | |
| Dental | $2.0M | 47.3% | |
| Other | $68K | 1.6% | |
| Long-term disability | $61K | 1.4% | |
| Short-term disability | $44K | 1.0% | |
| Life | $40K | 0.9% | |
| Vision | $22K | 0.5% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 361236610 | HD | $2.0M | 91.3% | 1 | 1 | 284 |
EIN 930242990 | LSTDLTDOth | $145K | 6.5% | 1 | 3 | 143 |
EIN 822723296 | Oth | $28K | 1.2% | 1 | 1 | 26 |
EIN 061227840 | V | $22K | 1.0% | 1 | 1 | 110 |
Broker overview
49 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ASSUREDPARTNERS | HOUSTON, TX | VISION SERVICE PLAN, STANDARD INSURANCE COMPANY, BLUE CROSS BLUE SHIELD OF TEXAS | $71K | $1K | $72K | 79.6% | 1 |
| ACCRETIVE ENROLLMENT SERVICES LLC | PERRYSBURG, OH | STANDARD INSURANCE COMPANY | $14K | $2K | $15K | 16.6% | 1 |
| PARAGON BENEFIT SOLUTIONS LLC | SEALY, TX | AFLAC | $709 | $0 | $709 | 0.8% | 1 |
| ANTHONY G COLLINCINI | OAKHURST, NJ | AFLAC | $582 | $0 | $582 | 0.6% | 1 |
| DYLAN FRANCIS MONTEFORTE | COLTS NECK, NJ | AFLAC | $524 | $0 | $524 | 0.6% | 1 |
| EILEEN KELLY JONES | CYPRESS, TX | AFLAC | $397 | $0 | $397 | 0.4% | 1 |
| MUNCIE ALAN RUSSELL | COLUMBIA, SC | AFLAC | $155 | $0 | $155 | 0.2% | 1 |
| DONALD ALEXANDRE | BLOOMFIELD, NJ | AFLAC | $126 | $0 | $126 | 0.1% | 1 |
| ROBERT L PILKENTON | SEALY, TX | AFLAC | $98 | $0 | $98 | 0.1% | 1 |
| SAMANTHA E. CIOFFI | OAKLAND, NJ | AFLAC | $85 | $0 | $85 | 0.1% | 1 |
| ELISE MONTEFORTE | COLTS NECK, NJ | AFLAC | $82 | $0 | $82 | 0.1% | 1 |
| DENA PATTERSON | LEAGUE CITY, TX | AFLAC | $58 | $22 | $80 | 0.1% | 1 |
| JOHN PAUL THOMPSON II | DELAND, FL | AFLAC | $74 | $0 | $74 | 0.1% | 1 |
| JEFF MUSGROVE | WALLER, TX | AFLAC | $65 | $0 | $65 | 0.1% | 1 |
| MICHAEL P ZILINSKI | STAMFORD, CT | AFLAC | $55 | $0 | $55 | 0.1% | 1 |
| TODD A STULL | SPRINGFIELD, MO | AFLAC | $42 | $0 | $42 | 0.0% | 1 |
| KEVIN R MCINERNEY | PLEASANTVILLE, NY | AFLAC | $37 | $0 | $37 | 0.0% | 1 |
| MARGARITA SALAS | MISSOURI CITY, TX | AFLAC | $34 | $0 | $34 | 0.0% | 1 |
| ESTHER WILLIAMS CLOUSE | KATY, TX | AFLAC | $34 | $0 | $34 | 0.0% | 1 |
| JULIE ATKINS | PACIFIC PALISADES, CA | AFLAC | $29 | $0 | $29 | 0.0% | 1 |
| JARED E DAY | CYPRESS, TX | AFLAC | $29 | $0 | $29 | 0.0% | 1 |
| CRYSTAL J MULVILLE | THE WOODLANDS, TX | AFLAC | $26 | $0 | $26 | 0.0% | 1 |
| BAILOR INSURANCE SERVICES | BURLINGAME, CA | AFLAC | $24 | $0 | $24 | 0.0% | 1 |
| MICHAEL GRASS | KATY, TX | AFLAC | $22 | $0 | $22 | 0.0% | 1 |
| TUCKER ROBERT KUNKEL | LAKE HOPATCONG, NJ | AFLAC | $18 | $0 | $18 | 0.0% | 1 |
| ALBERT SHUST | PISCATAWAY, NJ | AFLAC | $17 | $0 | $17 | 0.0% | 1 |
| RONNY HUCKABEE | CYPRESS, TX | AFLAC | $17 | $0 | $17 | 0.0% | 1 |
| MICHAEL T REYES | MILFORD, CT | AFLAC | $15 | $0 | $15 | 0.0% | 1 |
| KATHLEEN M JAEGER | DANVILLE, CA | AFLAC | $14 | $0 | $14 | 0.0% | 1 |
| ROBERT SALAS | MISSOURI CITY, TX | AFLAC | $13 | $0 | $13 | 0.0% | 1 |
| RICHARD WHELAN | BOCA RATON, FL | AFLAC | $13 | $0 | $13 | 0.0% | 1 |
| PAMELA GAYLE POSEY | BROOKSHIRE, TX | AFLAC | $10 | $0 | $10 | 0.0% | 1 |
| DANIEL H GRIFFIN | MARTINEZ, CA | AFLAC | $8 | $0 | $8 | 0.0% | 1 |
| RAYMOND P KEECH III | RICHMOND, TX | AFLAC | $6 | $0 | $6 | 0.0% | 1 |
| ANDREA CHESLEY | ROCKAWAY, NJ | AFLAC | $6 | $0 | $6 | 0.0% | 1 |
| ERIC J LEGER | HOUSTON, TX | AFLAC | $5 | $0 | $5 | 0.0% | 1 |
| JONATHAN DANIEL PAYNE | CHICO, CA | AFLAC | $4 | $0 | $4 | 0.0% | 1 |
| MICHAEL C WALKER | FAIRFIELD, CA | AFLAC | $3 | $0 | $3 | 0.0% | 1 |
| AMY K FOY | FRANKLIN LAKES, NJ | AFLAC | $2 | $0 | $2 | 0.0% | 1 |
| RANDI E RIVA | BOCA RATON, FL | AFLAC | $1 | $0 | $1 | 0.0% | 1 |
| LAUREL NICOLE HARMS | DANVILLE, CA | AFLAC | $1 | $0 | $1 | 0.0% | 1 |
| MELISSA A SCHOFIELD | PHOENIX, AZ | AFLAC | $1 | $0 | $1 | 0.0% | 1 |
| REY ROSTAMI | STOCKHOLM, NJ | AFLAC | $1 | $0 | $1 | 0.0% | 1 |
| TARA MICHELLE D AGOSTINO | JERSEY CITY, NJ | AFLAC | $1 | $0 | $1 | 0.0% | 1 |
| CHERISE M WADE | SEALY, TX | AFLAC | $1 | $0 | $1 | 0.0% | 1 |
| EDWARD M RYSKA | PETALUMA, CA | AFLAC | $1 | $0 | $1 | 0.0% | 1 |
| KIM REED SMITH | HUMBLE, TX | AFLAC | $1 | $0 | $1 | 0.0% | 1 |
| MEADE C MILLER | CONROE, TX | AFLAC | $1 | $0 | $1 | 0.0% | 1 |
| PRENTISS ATKINS CASTLE JR | VENTRESS, LA | AFLAC | $1 | $0 | $1 | 0.0% | 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