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Sponsor portfolioWelfare / HealthEIN 41-2239010
CONSOLIDATED ASSET MANAGEMENT SERVICES, LLC
910 LOUISIANA STREET · HOUSTON, TX 77002
7133589700
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 22
- Latest filing
- 2025
Total premiums (latest)
$3.3M
No prior year
Persons covered
2,275
No prior year
Total participants
1,918
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 |
|---|---|---|---|
| Life | $1.6M | 38.1% | |
| Long-term disability | $760K | 17.7% | |
| Vision | $580K | 13.5% | |
| Health | $350K | 8.2% | |
| Dental | $350K | 8.2% | |
| Prescription drug | $350K | 8.2% | |
| Short-term disability | $266K | 6.2% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 350472300 | LSTDLTD | $2.7M | 81.3% | 1 | 3 | 1,912 |
EIN 990040115 | HRxDV | $319K | 9.8% | 1 | 1 | 33 |
EIN 430949844 | V | $261K | 8.0% | 1 | 1 | 2,275 |
EIN 660555677 | HRxD | $30K | 0.9% | 1 | 1 | 5 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| EDGEWOOD PARTNERS INSURANCE CENTER | CONCORD, CA | LINCOLN NATIONAL LIFE INSURANCE COMPANY, EYEMED VISION CARE | $223K | $75K | $298K | 100.0% | 1 |
History & trajectory
11 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