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Sponsor portfolioWelfare / HealthEIN 47-3596202
SELF FINANCIAL, INC.
91 RED RIVER · AUSTIN, TX 78701
8778830999
- Plans filed
- 2
- Years active
- 2022–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$3.8M
No prior year
Persons covered
560
No prior year
Total participants
270
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $3.5M | 30.5% | |
| Dental | $3.5M | 30.5% | |
| Prescription drug | $3.5M | 30.5% | |
| Life | $235K | 2.1% | |
| Short-term disability | $235K | 2.1% | |
| Long-term disability | $235K | 2.1% | |
| Other | $235K | 2.1% | |
| Vision | $37K | 0.3% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 361236610 | HRxD | $3.5M | 92.8% | 1 | 1 | 560 |
EIN 010278678 | LSTDLTDOth | $235K | 6.3% | 1 | 1 | 262 |
EIN 362598882 | V | $37K | 1.0% | 1 | 1 | 248 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| EXPERINS, LLC | AUSTIN, TX | UNUM LIFE INSURANCE COMPANY OF AMERICA, BLUECROSS BLUESHIELD OF TEXAS, DEARBORN LIFE INSURANCE COMPANY | $221K | $5K | $226K | 100.0% | 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