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Sponsor portfolioWelfare / HealthEIN 74-1935175
POLUNSKY & BEITEL, P.C.
17806 IH 10 WEST, SUITE 450 · SAN ANTONIO, TX 78257
2103494488
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 51
- Latest filing
- 2025
Total premiums (latest)
$284K
No prior year
Persons covered
244
No prior year
Total participants
146
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 |
|---|---|---|---|
| Other | $180K | 22.8% | |
| Life | $133K | 16.9% | |
| Short-term disability | $133K | 16.9% | |
| Long-term disability | $133K | 16.9% | |
| Dental | $104K | 13.2% | |
| Vision | $104K | 13.2% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 470322111 | LSTDLTDOth | $133K | 46.9% | 1 | 1 | 140 |
EIN 066033492 | DV | $104K | 36.6% | 1 | 1 | 244 |
EIN 590781901 | Oth | $47K | 16.5% | 1 | 1 | 53 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| SWBC LIFE INSURANCE AGENCY, INC. | SAN ANTONIO, TX | UNITED OF OMAHA LIFE INSURANCE COMPANY, AMERICAN HERITAGE LIFE INSURANCE COMPANY, AETNA LIFE INSURANCE CO. | $29K | $5K | $34K | 100.0% | 1 |
History & trajectory
11 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