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Sponsor portfolioWelfare / HealthEIN 74-1389993
BD HOLT CO AND HOLT TEXAS, LTD
5665 SOUTHEAST LOOP 410 · SAN ANTONIO, TX 78222
2106481111
- Plans filed
- 2
- Years active
- 2015–2024
- Industry
- NAICS 42
- Latest filing
- 2024
Total premiums (latest)
$6.7M
No prior year
Persons covered
8,375
No prior year
Total participants
4,508
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 |
|---|---|---|---|
| Other | $3.7M | 21.0% | |
| Life | $3.6M | 20.6% | |
| Short-term disability | $3.6M | 20.6% | |
| Long-term disability | $3.6M | 20.6% | |
| Dental | $2.5M | 14.5% | |
| Vision | $443K | 2.5% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 135581829 | LSTDLTDOth | $3.6M | 54.3% | 1 | 1 | 8,375 |
EIN 361236610 | D | $2.5M | 38.1% | 1 | 1 | 7,747 |
EIN 430949844 | V | $443K | 6.6% | 1 | 1 | 6,657 |
EIN 200446713 | Oth | $64K | 1.0% | 1 | 1 | 4,094 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC | DALLAS, TX | FIDELITY SECURITY LIFE INSURANCE COMPANY, BLUECROSS BLUESHIELD OF TEXAS, METROPOLITAN LIFE INSURANCE COMPANY | $721K | $55K | $776K | 96.9% | 1 |
| PLANSOURCE BENEFITS ADMINISTRATION | ORLANDO, FL | METROPOLITAN LIFE INSURANCE COMPANY | $18K | $7K | $25K | 3.1% | 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