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Sponsor portfolioWelfare / HealthEIN 74-1312679
FAYEZ SAROFIM & CO., LLC DBA FAYEZ SAROFIM & CO.
P.O. BOX 52830 · HOUSTON, TX 770522830
7136544484
- Plans filed
- 4
- Years active
- 2016–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$4.8M
No prior year
Persons covered
388
No prior year
Total participants
134
No prior year
Plans filed
4
No prior year
Plans under this sponsor
4 plans
Plan #501$4.8M
FAYEZ SAROFIM & CO. WELFARE BENEFIT PLAN
Mixed388 covered·5 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #502$3.3M
FAYEZ SAROFIM & CO. MEDICAL PLAN
Fully insured384 covered·2 carriers
Primary: UNITED HEALTHCARE INSURANCE COMPANY
Plan #504$22K
FAYEZ SAROFIM & CO. LONG-TERM CARE PLAN
Fully insured90 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #505$15K
FAYEZ SAROFIM & CO. VISION PLAN
Fully insured318 covered·1 carrier
Primary: NATIONAL GUARDIAN LIFE INSURANCE COMPANY
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $4.5M | 92.0% | |
| Other | $172K | 3.5% | |
| Life | $125K | 2.6% | |
| Long-term disability | $77K | 1.6% | |
| Vision | $15K | 0.3% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | H | $4.5M | 94.4% | 1 | 1 | 388 |
EIN 010278678 | LTDOth | $125K | 2.6% | 1 | 2 | 136 |
EIN 135123390 | LOth | $108K | 2.3% | 1 | 1 | 106 |
EIN 381082080 | LOth | $16K | 0.3% | 1 | 1 | 15 |
EIN 390493780 | V | $15K | 0.3% | 1 | 1 | 307 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| HIGGINBOTHAM INS AGENCY INC | FORT WORTH, TX | UNUM LIFE INSURANCE COMPANY OF AMERICA, SUN LIFE ASSURANCE COMPANY OF CANADA, NATIONAL VISION ADMINISTRATORS LLC, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, UNITEDHEALTHCARE INSURANCE COMPANY | $52K | $89K | $141K | 100.0% | 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