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Sponsor portfolioWelfare / HealthEIN 27-3708085

SWBC PROFESSIONAL EMPLOYER SERVICES V, LLC CAFETERIA PLAN

9311 SAN PEDRO AVENUE, SUITE 600 · SAN ANTONIO, TX 78216
8309801235
Plans filed
1
Years active
2015–2024
Industry
NAICS 56
Latest filing
2024
Total premiums (latest)
$27.3M
No prior year
Persons covered
16,624
No prior year
Total participants
17,983
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$27.3M
SWBC PROFESSIONAL EMPLOYER SERVICES V, LLC CAFETERIA PLAN
MEWA16,624 covered·6 carriers
Primary: BLUECROSS BLUESHIELD OF TEXAS

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$21.8M41.2%
Life$5.2M9.9%
Other$5.2M9.9%
Short-term disability$5.2M9.8%
Dental$5.2M9.7%
Vision$5.2M9.7%
Long-term disability$5.2M9.7%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 361266610
H
$20.9M76.7%113,800
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
HDVLSTDLTDOth
$6.0M22.2%157,533
RELIANCE STANDARD LIFE INSURANCE COMPANY
EIN 360883760
Oth
$217K0.8%14127
CATHOLIC LIFE INSURANCE
EIN 740548665
L
$84K0.3%1116,624
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
STDOth
$9K0.0%1110

Broker overview

13 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
SWBC LIFE INSURANCE AGENCY, INC.SAN ANTONIO, TXMETROPOLITAN LIFE INSURANCE COMPANY, RELIANCE STANDARD LIFE INSURANCE CO, COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY, BLUECROSS BLUESHIELD OF TEXAS, CATHOLIC LIFE INSURANCE$1.8M$130$1.8M100.0%1
KELLY MELISSA RUSHINGLYTLE, TXCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$258$0$2580.0%1
TROY J PALMERSAN ANTONIO, TXCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$71$0$710.0%1
BRIAN WHITEWINDCREST, TXCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$40$0$400.0%1
THOMAS SNYDERNEW BRAUNFELS, TXCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$35$0$350.0%1
BILLY MARK ROBERSONSAN ANTONIO, TXCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$23$0$230.0%1
OMAR MENDOZANEW BRAUNFELS, TXCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$23$0$230.0%1
GCG FINANCIAL LLCDEERFIELD, ILCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$22$0$220.0%1
JOHN MILES ROWANMCKINNEY, TXCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$17$0$170.0%1
GLADY R ROWANMCKINNEY, TXCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$15$0$150.0%1
JOHN DAVID BODKERSAN ANTONIO, TXCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$13$0$130.0%1
GALE SIMPSONPAGOSA SPRINGS, COCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$4$0$40.0%1
MICHAEL BLOCKST AUGUSTINE, FLCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$3$0$30.0%1

History & trajectory

10 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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