PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. LUPE HOLDINGS, LP

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 37-1776187

LUPE HOLDINGS, LP

1322 SPACE PARK DRIVE · HOUSTON, TX 77058
8327726301
Plans filed
4
Years active
2016–2025
Industry
NAICS 72
Latest filing
2025
Total premiums (latest)
$159K
No prior year
Persons covered
514
No prior year
Total participants
388
No prior year
Plans filed
4
No prior year

Plans under this sponsor

4 plans
Plan #501$1.3M
LUPE TORTILLA EMPLOYEE BENEFITS PLAN
Fully insured205 covered·1 carrier
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY
Plan #504$159K
LUPE HOLDINGS, LP WELFARE BENEFIT PLAN
Fully insured514 covered·2 carriers
Primary: AMERITAS LIFE INSURANCE CORPORATION
Plan #502$112K
LUPE HOLDINGS, LP WELFARE BENEFIT PLAN
Fully insured251 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #503$0
LUPE TORTILLA EMPLOYEE BENEFITS PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$139K43.5%
Vision$139K43.5%
Life$21K6.5%
Other$21K6.5%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AMERITAS LIFE INSURANCE CORP.
EIN 470098400
DV
$139K87.0%11514
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
LOth
$21K13.0%11131

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
BROWN & BROWN INSURANCE SERVICESHOUSTON, TXAMERITAS LIFE INSURANCE CORPORATION, METROPOLITAN LIFE INSURANCE COMPANY$15K$4K$19K71.6%1
TOTAL BENEFIT SOLUTIONSLUBBOCK, TXAMERITAS LIFE INSURANCE CORPORATION, METROPOLITAN LIFE INSURANCE COMPANY$4K$758$5K17.0%1
HOME OFFICE TPA PAYS COMMISSIONLINCOLN, NEAMERITAS LIFE INSURANCE CORPORATION$2K$0$2K6.3%1
GIS BENEFITS INCMORRIS, ILMETROPOLITAN LIFE INSURANCE COMPANY$758$186$9443.5%1
BOON CHAPMAN BENEFIT ADMINISTRATORSAUSTIN, TXMETROPOLITAN LIFE INSURANCE COMPANY$338$85$4231.6%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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica