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Sponsor portfolioWelfare / HealthEIN 74-0481955

RUSSELL AND SMITH FORD, INC.

3440 SOUTH LOOP WEST · HOUSTON, TX 77225
7136634111
Plans filed
1
Years active
2015–2024
Industry
NAICS 44
Latest filing
2024
Total premiums (latest)
$1.8M
No prior year
Persons covered
306
No prior year
Total participants
172
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$1.8M
RUSSELL AND SMITH FORD, INC. SEC 125 PLAN
Fully insured306 covered·3 carriers
Primary: AETNA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.6M22.8%
Dental$1.6M22.8%
Vision$1.6M22.8%
Prescription drug$1.6M22.8%
Life$211K3.0%
Other$211K3.0%
Short-term disability$202K2.8%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 066033492
HRxDV
$1.6M88.5%11306
TRANSAMERICA LIFE INSURANCE COMPANY
EIN 390989781
LSTDOth
$202K11.0%11134
RENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICA
EIN 470397286
LOth
$10K0.5%11170

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ANSAS WAY, LLCBELLVILLE, TXTRANSAMERICA LIFE INSURANCE COMPANY$160K$0$160K87.2%1
BROWN & BROWN INSURANCE SERVICESHOUSTON, TXAETNA LIFE INSURANCE COMPANY, RENAISSANCE LIFE AND HEALTH INSURANCE COMPANY OF AMERICA$13K$10K$23K12.8%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
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