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Sponsor portfolioWelfare / HealthEIN 45-2545944

SOLO BRANDS LLC

PO BOX 726 · GRAPEVINE, TX 760990726
8177108585
Plans filed
3
Years active
2022–2025
Industry
NAICS 44
Latest filing
2025
Total premiums (latest)
$3.6M
No prior year
Persons covered
494
No prior year
Total participants
514
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #503$3.6M
SOLO BRANDS LLC HEALTH AND WELFARE BENEFIT PLAN
Fully insured494 covered·3 carriers
Primary: BLUECROSS BLUESHIELD OF TEXAS
Plan #502$323K
SOLO BRANDS, LLC HEALTH AND WELFARE BENEFITS PLAN
Mixed480 covered·1 carrier
Primary: PRINCIPAL LIFE INSURANCE COMPANY
Plan #501$241K
SOLO BRANDS, LLC HEALTH AND WELFARE BENEFITS PLAN
Mixed500 covered·1 carrier
Primary: PRINCIPAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$3.3M44.0%
Dental$3.3M44.0%
Life$284K3.8%
Short-term disability$284K3.8%
Long-term disability$284K3.8%
Vision$45K0.6%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 361236610
HD
$3.3M90.9%11494
RELIASTAR LIFE INSURANCE COMPANY
EIN 410451140
LSTDLTD
$284K7.9%11426
DEARBORN LIFE INSURANCE COMPANY
EIN 362598882
V
$45K1.2%11334

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
SHEPARD & WALTON LIFE INSURANCE—BLUECROSS BLUESHIELD OF TEXAS, DEARBORN LIFE INSURANCE COMPANY, RELIASTAR LIFE INSURANCE COMPANY$222K$5K$226K100.0%1

History & trajectory

4 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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