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Sponsor portfolioWelfare / HealthEIN 27-0426695
UTILITY CONCIERGE, LLC
1755 WITTINGTON PLACE, SUITE 600 · DALLAS, TX 75234
9722411402
- Plans filed
- 1
- Years active
- 2023–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$941K
No prior year
Persons covered
163
No prior year
Total participants
122
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 | $860K | 42.4% | |
| Dental | $860K | 42.4% | |
| Other | $80K | 4.0% | |
| Vision | $57K | 2.8% | |
| Life | $57K | 2.8% | |
| Short-term disability | $57K | 2.8% | |
| Long-term disability | $57K | 2.8% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 361236610 | HD | $860K | 91.5% | 1 | 1 | 163 |
EIN 362598882 | VLSTDLTDOth | $57K | 6.0% | 1 | 1 | 119 |
EIN 360883760 | Oth | $20K | 2.2% | 1 | 1 | 39 |
EIN 222762686 | Oth | $4K | 0.4% | 1 | 1 | 122 |
Broker overview
7 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| FROST INSURANCE AGENCY INC | DALLAS, TX | DEARBORN LIFE INSURANCE COMPANY, RELIANCE STANDARD LIFE INSURANCE COMPANY, BLUECROSS BLUESHIELD OF TEXAS | $57K | $0 | $57K | 70.3% | 1 |
| THE BALDWIN GROUP WEST LLC | TAMPA, FL | DEARBORN LIFE INSURANCE COMPANY, BLUECROSS BLUESHIELD OF TEXAS | $18K | $0 | $18K | 22.6% | 1 |
| GALLAGHER BENEFIT SERVICES, INC. | DALLAS, TX | RELIANCE STANDARD LIFE INSURANCE COMPANY, BLUECROSS BLUESHIELD OF TEXAS | $882 | $4K | $4K | 5.5% | 1 |
| BALDWIN KRYSTYN SHERMAN PARTNERS | ADDISON, TX | RELIANCE STANDARD LIFE INSURANCE COMPANY | $357 | $0 | $357 | 0.4% | 1 |
| ASSUREDPARTNERS | ELMWOOD, NJ | DEARBORN LIFE INSURANCE COMPANY | $0 | $350 | $350 | 0.4% | 1 |
| TAILORED WORKSITE SERVICES | HOUSTON, TX | RELIANCE STANDARD LIFE INSURANCE COMPANY | $267 | $0 | $267 | 0.3% | 1 |
| DOMINIC RODRIGUEZ | CYPRESS, TX | RELIANCE STANDARD LIFE INSURANCE COMPANY | $267 | $0 | $267 | 0.3% | 1 |
History & trajectory
3 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