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Sponsor portfolioWelfare / HealthEIN 47-2278486

ALLATA, LLC

2777 N. STEMMONS FWY · DALLAS, TX 75207
9729962360
Plans filed
1
Years active
2021–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$1.8M
No prior year
Persons covered
460
No prior year
Total participants
100
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #535$1.8M
ALLATA, LLC WELFARE BENEFIT PLAN
Fully insured460 covered·5 carriers
Primary: BLUE CROSS AND BLUE SHIELD OF TEXAS

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.5M78.1%
Other$132K6.7%
Dental$107K5.5%
Life$95K4.9%
Long-term disability$60K3.1%
Vision$18K0.9%
Short-term disability$17K0.9%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 361236610
H
$1.5M84.8%11287
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$112K6.2%13105
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
D
$107K5.9%11460
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
Oth
$37K2.1%1151
VISION SERVICE PLAN
EIN 061227840
V
$18K1.0%11101

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
AG INSURANCE AGENCIES INCDALLAS, TXVISION SERVICE PLAN, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, BLUE CROSS AND BLUE SHIELD OF TEXAS, METROPOLITAN LIFE INSURANCE COMPANY$59K$3K$62K62.0%1
CENTERSTONE INSURANCE AND FINANCIALDALLAS, TXVISION SERVICE PLAN, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, UNUM LIFE INSURANCE COMPANY OF AMERICA, BLUE CROSS AND BLUE SHIELD OF TEXAS, METROPOLITAN LIFE INSURANCE COMPANY$19K$6K$25K24.8%1
A.G. INSURANCE AGENCIES, INC.FORT WORTH, TXUNUM LIFE INSURANCE COMPANY OF AMERICA$11K$2K$13K13.1%1
OPES ONE ADVISORS LLCADDISON, TXTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$74$0$740.1%1
EMPLOYEE NAVIGATOR, LLCBETHESDA, MDVISION SERVICE PLAN$68$0$680.1%1

History & trajectory

5 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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