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Sponsor portfolioWelfare / HealthEIN 45-4183914

WICK, PHILLIPS, GOULD & MARTIN, LLP

3131 MCKINNEY AVENUE · DALLAS, TX 75204
2144204084
Plans filed
1
Years active
2023–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$1.9M
No prior year
Persons covered
222
No prior year
Total participants
134
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.9M
WICK, PHILLIPS, GOULD & MARTIN, LLP HEALTH & WELFARE BENEFITS PLAN
Fully insured222 covered·3 carriers
Primary: BLUECROSS BLUESHIELD OF TEXAS

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.8M32.6%
Dental$1.8M32.6%
Prescription drug$1.8M32.6%
Other$40K0.7%
Long-term disability$39K0.7%
Life$33K0.6%
Vision$12K0.2%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 361236610
HRxD
$1.8M95.2%11222
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
LLTDOth
$78K4.1%14138
DEARBORN LIFE INSURANCE COMPANY
EIN 362598882
V
$12K0.6%1187

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
IMA, INC.DALLAS, TXLIFE INSURANCE COMPANY OF NORTH AMERICA, BLUECROSS BLUESHIELD OF TEXAS, DEARBORN LIFE INSURANCE COMPANY$60K$3K$64K98.2%1
WATCHTOWER TECHNOLOGIES INCCHICAGO, ILLIFE INSURANCE COMPANY OF NORTH AMERICA$0$1K$1K1.8%1

History & trajectory

3 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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