PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. RIO GRANDE VALLEY PHC/CBA

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 26-3304719

RIO GRANDE VALLEY PHC/CBA

612 W NOLANA, BUILDING 500, · MCALLEN, TX 78504
9566314421
Plans filed
2
Years active
2023–2026
Industry
NAICS 62
Latest filing
2026
Total premiums (latest)
$54K
No prior year
Persons covered
178
No prior year
Total participants
254
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #502$54K
RIO GRANDE VALLEY PHC/CBA HEALTH AND WELFARE PLAN
Fully insured178 covered·2 carriers
Primary: BLUECROSS BLUESHIELD OF TEXAS
Plan #501$0
RIO GRANDE VALLEY PHC/CBA LIFE AND AD&D PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$41K44.8%
Dental$13K13.8%
Vision$13K13.8%
Life$13K13.8%
Other$13K13.8%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 361236610
H
$41K76.5%114
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
DVLOth
$13K23.5%11178

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
SHEPARD & WALTON LIFE INS AGY INC—BLUECROSS BLUESHIELD OF TEXAS$2K$780$3K57.9%1
SHEPARD & WALTON LIFE INSURANCEHARLINGEN, TXPRINCIPAL LIFE INSURANCE COMPANY$2K$51$2K32.7%1
INSURORS OF TEXAS GENERAL AGENCY—BLUECROSS BLUESHIELD OF TEXAS$0$495$4959.5%1

History & trajectory

4 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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica