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Sponsor portfolioWelfare / HealthEIN 68-0502076
FEE, SMITH, & SHARP, LLP
13155 NOEL ROAD SUITE 1000 · DALLAS, TX 75240
9729349100
- Plans filed
- 2
- Years active
- 2019–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$773K
No prior year
Persons covered
226
No prior year
Total participants
138
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 | $624K | 38.0% | |
| Prescription drug | $624K | 38.0% | |
| Dental | $76K | 4.6% | |
| Other | $72K | 4.4% | |
| Vision | $62K | 3.7% | |
| Life | $62K | 3.7% | |
| Short-term disability | $62K | 3.7% | |
| Long-term disability | $62K | 3.7% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 361236610 | HRx | $624K | 80.8% | 1 | 1 | 201 |
EIN 470098400 | D | $76K | 9.9% | 1 | 1 | 226 |
EIN 930242990 | VLSTDLTDOth | $62K | 8.0% | 1 | 1 | 138 |
EIN 271092669 | Oth | $7K | 0.9% | 1 | 1 | 132 |
EIN 731267483 | Oth | $3K | 0.5% | 1 | 1 | 41 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| IMA, INC. | DENVER, CO | AMERITAS LIFE INSURANCE CORP., MEDICAL AIR SERVICES ASSOCIATION, INC., FRESHBENIES, HEALTH CARE SERVICE CORPORATION, STANDARD INSURANCE COMPANY | $41K | $4K | $45K | 100.0% | 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