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Sponsor portfolioWelfare / HealthEIN 47-4007427
SURGE OPERATING, LLC
11330 CLAY ROAD, SUITE 200 · HOUSTON, TX 77041
8323332300
- Plans filed
- 6
- Years active
- 2019–2025
- Industry
- NAICS 21
- Latest filing
- 2025
Total premiums (latest)
$3.9M
No prior year
Persons covered
479
No prior year
Total participants
152
No prior year
Plans filed
6
No prior year
Plans under this sponsor
6 plans
Plan #501$3.9M
SURGE OPERATING GROUP INSURANCE PLAN
Fully insured479 covered·4 carriers
Primary: BLUECROSS BLUESHIELD OF TEXAS
Plan #502$64K
SURGE GROUP DENTAL PLAN
Fully insured394 covered·1 carrier
Primary: UNITED CONCORDIA INSURANCE COMPANY
Plan #503$39K
SURGE GROUP LIFE PLAN
Fully insured130 covered·1 carrier
Primary: STANDARD INSURANCE COMPANY
Plan #505$35K
SURGE GROUP LTD PLAN
Fully insured130 covered·1 carrier
Primary: STANDARD INSURANCE COMPANY
Plan #504$33K
SURGE GROUP STD PLAN
Fully insured130 covered·1 carrier
Primary: STANDARD INSURANCE COMPANY
Plan #506$13K
SURGE GROUP VISION PLAN
Fully insured141 covered·1 carrier
Primary: STANDARD INSURANCE COMPANY
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $3.5M | 29.1% | |
| Dental | $3.5M | 29.1% | |
| Prescription drug | $3.5M | 29.1% | |
| Other | $328K | 2.7% | |
| Vision | $307K | 2.5% | |
| Life | $307K | 2.5% | |
| Short-term disability | $307K | 2.5% | |
| Long-term disability | $307K | 2.5% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 361236610 | HRxD | $3.5M | 91.5% | 1 | 1 | 479 |
EIN 362598882 | VLSTDLTDOth | $307K | 7.9% | 1 | 1 | 152 |
EIN 822723296 | Oth | $16K | 0.4% | 1 | 1 | 13 |
EIN 731016728 | Oth | $4K | 0.1% | 1 | 1 | 19 |
Broker overview
10 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC | DALLAS, TX | PRE-PAID LEGAL SERVICES INC. DBA LEGAL SHIELD, BLUECROSS BLUESHIELD OF TEXAS, DEARBORN LIFE INSURANCE COMPANY | $25K | $5K | $30K | 93.0% | 1 |
| MARY H MUNOZ PHILIPS | FRIENDSWOOD, TX | AFLAC | $686 | $0 | $686 | 2.1% | 1 |
| VERNA HEATH | CHANNELVIEW, TX | PRE-PAID LEGAL SERVICES INC. DBA LEGAL SHIELD | $499 | $0 | $499 | 1.5% | 1 |
| JANET RENO | CYPRESS, TX | AFLAC | $465 | $0 | $465 | 1.4% | 1 |
| ENROLLEASE | NEW CANEY, TX | AFLAC | $283 | $0 | $283 | 0.9% | 1 |
| DEBRA L SCHMIDT | SPRING, TX | AFLAC | $186 | $0 | $186 | 0.6% | 1 |
| CHRISTOPHER W GRAHAM | STUART, FL | AFLAC | $50 | $0 | $50 | 0.2% | 1 |
| MARTY JOE TURNER | MAUK, GA | AFLAC | $46 | $0 | $46 | 0.1% | 1 |
| AMBER L. HAWTHORNE | RICHARDSON, TX | PRE-PAID LEGAL SERVICES INC. DBA LEGAL SHIELD | $26 | $0 | $26 | 0.1% | 1 |
| RONALD JONES | GRANBURY, TX | AFLAC | $26 | $0 | $26 | 0.1% | 1 |
History & trajectory
7 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