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Sponsor portfolioWelfare / HealthEIN 26-3169829

J&M FAMILY MANAGEMENT

1900 ENCHANTED WAY STE 200 · GRAPEVINE, TX 760511025
8004527255
Plans filed
4
Years active
2020–2025
Industry
NAICS 56
Latest filing
2025
Total premiums (latest)
$874K
No prior year
Persons covered
652
No prior year
Total participants
125
No prior year
Plans filed
4
No prior year

Plans under this sponsor

4 plans
Plan #501$874K
J&M FAMILY MANAGEMENT WRAP PLAN
Fully insured652 covered·3 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #502$74K
J&M FAMILY MANAGEMENT DENTAL AND VISION PLAN
Fully insured86 covered·1 carrier
Primary: THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Plan #503$42K
J&M FAMILY MANAGEMENT ANCILLARY BENEFIT PLAN
Fully insured96 covered·1 carrier
Primary: ONE AMERICA LIFE INSURANCE COMPANY
Plan #504$7K
J&M FAMILY MANAGEMENT CRITICAL ILLNESS BENEFIT PLAN
Fully insured52 covered·1 carrier
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$835K31.4%
Dental$835K31.4%
Vision$835K31.4%
Other$39K1.5%
Life$37K1.4%
Short-term disability$37K1.4%
Long-term disability$37K1.4%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HDV
$835K95.6%11652
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 350145825
LSTDLTDOth
$37K4.3%11125
STANDARD INSURANCE COMPANY
EIN 590781901
Oth
$2K0.2%119

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HIGGINBOTHAM INS AGENCY INCFORT WORTH, TXAMERICA UNITED LIFE INSURANCE COMPANY, THE STANDARD INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY$11K$36K$47K100.0%1

History & trajectory

6 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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