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Sponsor portfolioWelfare / HealthEIN 46-4258046

PAGE SOUTHERLAND PAGE, LLC

1800 MAIN STREET, SUITE 123 · DALLAS, TX 75201
4696214792
Plans filed
3
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$1.0M
No prior year
Persons covered
1,341
No prior year
Total participants
0
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #503$7.9M
PAGE SOUTHERLAND PAGE, INC. EMPLOYEE BENEFITS PLAN
Mixed1,361 covered·5 carriers
Primary: BLUECROSS BLUESHIELD OF TEXAS
Plan #504$1.0M
PAGE SOUTHERLAND PAGE, LLC EMPLOYEE BENEFITS PLAN
Mixed1,341 covered·5 carriers
Primary: SYMETRA LIFE INSURANCE COMPANY
Plan #510$0
PAGE SOUTHERLAND PAGE, INC 125 PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$917K28.6%
Life$726K22.7%
Short-term disability$726K22.7%
Long-term disability$726K22.7%
Vision$106K3.3%
Health$1K0.0%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SYMETRA LIFE INSURANCE COMPANY
EIN 910742147
LSTDLTDOth
$868K84.7%121,306
DEARBORN LIFE INSURANCE COMPANY
EIN 362598882
V
$106K10.4%11880
HEALTH ADVOCATE SOLUTIONS, INC.
EIN 233080019
Oth
$29K2.8%111,277
ESI EMPLOYEE ASSISTANCE GROUP
EIN 222762686
Oth
$20K2.0%111,341
FOUR EVER LIFE INSURANCE COMPANY
EIN 362149353
H
$1K0.1%110

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCLEXINGTON, KYSYMETRA LIFE INSURANCE COMPANY, ESI GROUP, FOUR EVER LIFE INSURANCE COMPANY, DEARBORN LIFE INSURANCE COMPANY$124K$48K$173K99.9%1
DON T. MORRIS—FOUR EVER LIFE INSURANCE COMPANY$128$0$1280.1%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
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