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Sponsor portfolioWelfare / HealthEIN 74-1034487
JEFFERSON BANK
1900 BROADWAY · SAN ANTONIO, TX 78215
2107367799
- Plans filed
- 1
- Years active
- 2015–2024
- Industry
- NAICS 52
- Latest filing
- 2024
Total premiums (latest)
$5.4M
No prior year
Persons covered
711
No prior year
Total participants
332
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 |
|---|---|---|---|
| Health | $4.6M | 51.5% | |
| Other | $776K | 8.6% | |
| Dental | $719K | 8.0% | |
| Vision | $719K | 8.0% | |
| Life | $719K | 8.0% | |
| Short-term disability | $719K | 8.0% | |
| Long-term disability | $719K | 8.0% |
Carrier overview
6 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 361236610 | H | $4.6M | 85.7% | 1 | 1 | 711 |
EIN 135123390 | DVLSTDLTDOth | $719K | 13.3% | 1 | 1 | 376 |
EIN 010278678 | Oth | $38K | 0.7% | 1 | 1 | 360 |
EIN 731267483 | Oth | $13K | 0.2% | 1 | 1 | 77 |
EIN 262031311 | Oth | $5K | 0.1% | 1 | 1 | 378 |
EIN 135581829 | H | $53 | 0.0% | 1 | 3 | 0 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED | SAN ANTONIO, TX | UNUM LIFE INSURANCE COMPANY OF AMERICA, MEDICAL AIR SERVICES ASSOCIATION, INC., GUARDIAN | $102K | $0 | $102K | 96.2% | 1 |
| CATTO & CATTO BENEFITS GROUP LLP | SAN ANTONIO, TX | METROPOLITAN LIFE INSURANCE COMPANY, BLUECROSS BLUESHIELD OF TEXAS | $15 | $4K | $4K | 3.8% | 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