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Sponsor portfolioWelfare / HealthEIN 62-1639453
SERVICE EXPERTS LLC
3400 NORTH CENTRAL EXPRESSWAY · RICHARDSON, TX 75080
9725353761
- Plans filed
- 1
- Years active
- 2015–2024
- Industry
- NAICS 23
- Latest filing
- 2024
Total premiums (latest)
$5.1M
No prior year
Persons covered
4,676
No prior year
Total participants
3,859
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 |
|---|---|---|---|
| Other | $3.0M | 25.8% | |
| Life | $2.1M | 18.5% | |
| Short-term disability | $2.1M | 18.5% | |
| Long-term disability | $2.1M | 18.5% | |
| Dental | $1.9M | 16.4% | |
| Vision | $253K | 2.2% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 010278678 | LSTDLTDOth | $2.1M | 41.7% | 1 | 1 | 3,926 |
EIN 135581829 | DOth | $2.0M | 39.8% | 1 | 2 | 4,676 |
EIN 410451140 | Oth | $690K | 13.6% | 1 | 1 | 2,092 |
EIN 061227840 | V | $253K | 5.0% | 1 | 1 | 2,458 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC | KANSAS CITY, MO | RELIASTAR LIFE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY, METLIFE LEGAL PLANS, INC. | $148K | $62K | $210K | 89.4% | 1 |
| PLANSOURCE BENEFITS ADMINISTRATION | ORLANDO, FL | RELIASTAR LIFE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY | $14K | $11K | $25K | 10.6% | 1 |
History & trajectory
10 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