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Sponsor portfolioWelfare / HealthEIN 27-3577686
BARRI MONEY SERVICES
10777 WESTHEIMER ROAD, SUITE 1040 · HOUSTON, TX 77042
7132195777
- Plans filed
- 1
- Years active
- 2024–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$633K
No prior year
Persons covered
1,292
No prior year
Total participants
393
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 |
|---|---|---|---|
| Other | $308K | 27.1% | |
| Life | $260K | 22.9% | |
| Dental | $180K | 15.9% | |
| Vision | $180K | 15.9% | |
| Long-term disability | $129K | 11.4% | |
| Short-term disability | $79K | 7.0% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 010278678 | LSTDLTDOth | $387K | 61.2% | 1 | 6 | 1,292 |
EIN 720977315 | DV | $180K | 28.5% | 1 | 1 | 381 |
EIN 360792925 | L | $66K | 10.4% | 1 | 1 | 95 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC. | HOUSTON, TX | UNUM INSURANCE COMPANY, STARMOUNT LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, TRUSTMARK INSURANCE COMPANY | $75K | $11K | $85K | 79.5% | 1 |
| BRANDON PENKO | ROSHARON, TX | UNUM INSURANCE COMPANY, TRUSTMARK INSURANCE COMPANY | $22K | $0 | $22K | 20.5% | 1 |
History & trajectory
2 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