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Sponsor portfolioWelfare / HealthEIN 64-0802679
THE SAXTON GROUP, LLC
2288 MONITOR STREET · DALLAS, TX 75207
2143733400
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 72
- Latest filing
- 2025
Total premiums (latest)
$365K
No prior year
Persons covered
374
No prior year
Total participants
362
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 |
|---|---|---|---|
| Dental | $175K | 45.0% | |
| Other | $70K | 18.1% | |
| Short-term disability | $62K | 15.9% | |
| Long-term disability | $36K | 9.3% | |
| Life | $24K | 6.2% | |
| Vision | $21K | 5.5% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 470322111 | DLSTDLTDOth | $321K | 88.0% | 1 | 7 | 249 |
EIN 362739571 | Oth | $22K | 6.1% | 1 | 1 | 251 |
EIN 430949844 | V | $21K | 5.9% | 1 | 1 | 374 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | HOUSTON, TN | UNITED OF OMAHA LIFE INSURANCE COMPANY, EYEMED VISION CARE, UNITED HEALTHCARE INSURANCE COMPANY | $46K | $14K | $60K | 100.0% | 1 |
History & trajectory
11 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