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Sponsor portfolioWelfare / HealthEIN 61-1497895

WALTERS, BALIDO, & CRAIN L.L.L.P.

MEADOW PARK TOWER, STE 1500 · DALLAS, TX 752312221
2143478318
Plans filed
2
Years active
2018–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$285K
No prior year
Persons covered
211
No prior year
Total participants
209
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$285K
WALTERS, BALIDO, & CRAIN L.L.L.P. WRAP PLAN
Mixed211 covered·5 carriers
Primary: NORTHWESTERN MUTUAL
Plan #502$45K
WALTERS, BALIDO & CRAIN L.L.P.
Fully insured128 covered·1 carrier
Primary: NORTHWESTERN MUTUAL

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$134K40.8%
Long-term disability$85K26.1%
Dental$66K20.1%
Life$43K13.0%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
NORTHWESTERN MUTUAL
EIN 390509570
LTD
$85K30.0%11210
AFLAC
EIN 570514130
Oth
$77K26.9%1170
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
D
$66K23.1%11137
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
LOth
$43K15.0%11211
NEW BENEFITS
EIN 752343577
Oth
$14K5.0%11203

Broker overview

9 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HIGGINBOTHAM INS AGENCY INCFORT WORTH, TXUNITEDHEALTHCARE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES, CONTINENTAL AMERICAN INSURANCE COMPANY$16K$0$16K48.3%1
TOM WEILERTDALLAS, TXNORTHWESTERN MUTUAL$5K$1K$6K18.5%1
KERI NORTONTERRELL, TXCONTINENTAL AMERICAN INSURANCE COMPANY$4K$0$4K12.5%1
KIMBERLY KAY NIXONLEWISVILLE, TXCONTINENTAL AMERICAN INSURANCE COMPANY$3K$0$3K8.3%1
LINDA A LECIEJEWSKIFRISCO, TXCONTINENTAL AMERICAN INSURANCE COMPANY$2K$0$2K5.8%1
CRUSE FNCL GROUP INCDALLAS, TXNORTHWESTERN MUTUAL$971$117$1K3.3%1
ROBERT G. RELPH AGENCY, INC.PEORIA, AZCONTINENTAL AMERICAN INSURANCE COMPANY$675$0$6752.1%1
MILTON EDDIE EDWARDSMCKINNEY, TXCONTINENTAL AMERICAN INSURANCE COMPANY$334$0$3341.0%1
BROWN & BROWN INSURANCE SERVICESGRANBURY, TXCONTINENTAL AMERICAN INSURANCE COMPANY$90$0$900.3%1

History & trajectory

8 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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