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Sponsor portfolioWelfare / HealthEIN 47-1566880
KESTRA FINANCIAL, INC.
5707 SOUTHWEST PKWY · AUSTIN, TX 78735
8445537872
- Plans filed
- 1
- Years active
- 2017–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$13.0M
No prior year
Persons covered
3,529
No prior year
Total participants
1,010
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 |
|---|---|---|---|
| Health | $11.7M | 81.7% | |
| Dental | $642K | 4.5% | |
| Other | $484K | 3.4% | |
| Life | $459K | 3.2% | |
| Short-term disability | $459K | 3.2% | |
| Long-term disability | $459K | 3.2% | |
| Vision | $120K | 0.8% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | H | $11.7M | 90.4% | 1 | 1 | 3,529 |
EIN 942761537 | D | $642K | 4.9% | 1 | 1 | 1,836 |
EIN 231503749 | LSTDLTDOth | $459K | 3.5% | 1 | 1 | 0 |
EIN 061227840 | V | $120K | 0.9% | 1 | 1 | 726 |
EIN 204632340 | Oth | $25K | 0.2% | 1 | 1 | 194 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| NFP INSURANCE SERVICES INC | PLAINVIEW, NY | UNITEDHEALTHCARE INSURANCE COMPANY, DELTA DENTAL INSURANCE COMPANY, VISION SERVICE PLAN, LIFE INSURANCE COMPANY OF NORTH AMERICA, ARAG SERVICES, LLC | $157K | $412K | $570K | 95.4% | 1 |
| TOTALIS BENEFITS | SCOTTSDALE, AZ | LIFE INSURANCE COMPANY OF NORTH AMERICA | $0 | $27K | $27K | 4.6% | 1 |
History & trajectory
9 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