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Sponsor portfolioWelfare / HealthEIN 27-0649002
MONTE SAN RESEARCH CORPORTATION
700 BOULEVARD SOUTH SW STE 500 · HUNTSVILLE, AL 358022108
2569372444
- Plans filed
- 2
- Years active
- 2022–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$1.8M
No prior year
Persons covered
328
No prior year
Total participants
148
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 |
|---|---|---|---|
| Other | $1.7M | 32.1% | |
| Health | $1.6M | 29.6% | |
| Prescription drug | $1.6M | 29.6% | |
| Vision | $122K | 2.3% | |
| Life | $122K | 2.3% | |
| Long-term disability | $122K | 2.3% | |
| Dental | $99K | 1.8% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 630103830 | HRxOth | $1.6M | 87.0% | 1 | 1 | 299 |
EIN 860222062 | VLLTDOth | $122K | 6.7% | 1 | 1 | 149 |
EIN 420127290 | D | $99K | 5.4% | 1 | 1 | 328 |
EIN 135123390 | Oth | $15K | 0.8% | 1 | 1 | 46 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| HIGGINBOTHAM INS AGENCY INC | FORT WORTH, TX | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY, PRINCIPAL LIFE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $26K | $0 | $26K | 94.7% | 1 |
| WRM GROUP LLC | — | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY | $1K | $0 | $1K | 5.3% | 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