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Sponsor portfolioWelfare / HealthEIN 74-2279224

WALSH GALLEGOS KYLE ROBINSON & ROALSON P.C.

1020 NE LOOP 410 · SAN ANTONIO, TX 78209
5124546864
Plans filed
1
Years active
2016–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$2.2M
No prior year
Persons covered
172
No prior year
Total participants
118
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.2M
WALSH GALLEGOS HEALTH & WELFARE BENEFIT PLAN
Fully insured172 covered·4 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.1M31.1%
Dental$2.1M31.1%
Vision$2.1M31.1%
Other$137K2.1%
Life$103K1.6%
Short-term disability$103K1.6%
Long-term disability$103K1.6%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HDV
$2.1M93.8%11110
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
LSTDLTDOth
$103K4.7%11172
AMERICAN HERITAGE LIFE INSURANCE COMPANY
EIN 590781901
Oth
$20K0.9%1149
RELIANCE STANDARD LIFE INSURANCE COMPANY
EIN 360883760
Oth
$14K0.6%1136

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
EDGEWOOD PARTNERS INSURANCE CENTERLAFAYETTE, CAPRINCIPAL LIFE INSURANCE COMPANY, AMERICAN HERITAGE LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY, RELIANCESTANDARD LIFE INSURANCE COMPANY$13K$42K$55K92.1%1
GALLAGHER BENEFIT SERVICES, INC.CHICAGO, ILAMERICAN HERITAGE LIFE INSURANCE COMPANY, RELIANCESTANDARD LIFE INSURANCE COMPANY$2K$351$3K4.2%1
GARRY L JOHNSON & ASSOCIATES INCMESA, AZPRINCIPAL LIFE INSURANCE COMPANY$0$2K$2K3.8%1
FIRST FINANCIAL CAPITAL CORPORATIONHOUSTON, TXAMERICAN HERITAGE LIFE INSURANCE COMPANY$10$0$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
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