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Sponsor portfolioWelfare / HealthEIN 36-4851035
WAN BRIDGE GROUP, LLC
11750 KATY FWY STE 1400 · HOUSTON, TX 770791264
7138559823
- Plans filed
- 2
- Years active
- 2024–2025
- Industry
- NAICS 56
- Latest filing
- 2025
Total premiums (latest)
$1.2M
No prior year
Persons covered
222
No prior year
Total participants
147
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 |
|---|---|---|---|
| Health | $1.0M | 82.4% | |
| Dental | $85K | 6.8% | |
| Other | $43K | 3.4% | |
| Life | $32K | 2.5% | |
| Long-term disability | $28K | 2.2% | |
| Short-term disability | $18K | 1.4% | |
| Vision | $16K | 1.2% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 361236610 | H | $1.0M | 84.6% | 1 | 1 | 198 |
EIN 420127290 | DVLSTDLTDOth | $190K | 15.4% | 1 | 8 | 222 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| SHEPARD & WALTON LIFE INS AGENCY IN | HARLINGEN, TX | PRINCIPAL LIFE INSURANCE AGENCY, HEALTH CARE SERVICE CORPORATION, PRINCIPAL LIFE INSURANCE COMPANY | $72K | $680 | $73K | 91.1% | 1 |
| HIGGINBOTHAM INS AGENCY INC | FORT WORTH, TX | PRINCIPAL LIFE INSURANCE AGENCY, HEALTH CARE SERVICE CORPORATION, PRINCIPAL LIFE INSURANCE COMPANY | $7K | $0 | $7K | 8.9% | 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