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Sponsor portfolioWelfare / HealthEIN 26-2648034
TRADITION MANAGEMENT, LLC
5850 E LOVERS LN · DALLAS, TX 752062902
2149649396
- Plans filed
- 3
- Years active
- 2017–2024
- Industry
- NAICS 62
- Latest filing
- 2024
Total premiums (latest)
$2.0M
No prior year
Persons covered
659
No prior year
Total participants
645
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #501$2.0M
TRADITION SENIOR LIVING DBA TRADITION MANAGEMENT, LLC WRAP PLAN
Fully insured659 covered·1 carrier
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #502$60K
TRADITION MANAGEMENT LIFE INSURANCE PLAN
Fully insured232 covered·1 carrier
Primary: DEARBORN LIFE INSURANCE COMPANY
Plan #535$0
TRADITION MANAGEMENT HRA PLAN
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $1.9M | 30.8% | |
| Dental | $1.9M | 30.8% | |
| Vision | $1.9M | 30.8% | |
| Life | $114K | 1.9% | |
| Short-term disability | $114K | 1.9% | |
| Long-term disability | $114K | 1.9% | |
| Other | $114K | 1.9% |
Carrier overview
1 carrier · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | HDVLSTDLTDOth | $2.0M | 100.0% | 1 | 2 | 659 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| HIGGINBOTHAM INS AGENCY INC | FORT WORTH, TX | UNITEDHEALTHCARE INSURANCE COMPANY | $50K | $50K | $99K | 100.0% | 1 |
History & trajectory
8 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