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Sponsor portfolioWelfare / HealthEIN 74-2918235
AUSTIN TRINITY EPISCOPAL SCHOOL
3901 BEE CAVES ROAD · AUSTIN, TX 78746
5124729525
- Plans filed
- 2
- Years active
- 2015–2025
- Industry
- NAICS 61
- Latest filing
- 2025
Total premiums (latest)
$1.4M
No prior year
Persons covered
352
No prior year
Total participants
243
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Plan #502$1.2M
AUSTIN TRINITY EPISCOPAL SCHOOL WELFARE PLAN-MEDICAL
Fully insured190 covered·1 carrier
Primary: BLUECROSS BLUESHIELD OF TEXAS
Plan #501$122K
AUSTIN TRINITY EPISCOPAL SCHOOL WELFARE PLAN - BASIC LIFE/AD&D
Fully insured162 covered·1 carrier
Primary: EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $1.2M | 40.1% | |
| Prescription drug | $1.2M | 40.1% | |
| Dental | $122K | 4.0% | |
| Vision | $122K | 4.0% | |
| Life | $122K | 4.0% | |
| Short-term disability | $122K | 4.0% | |
| Other | $122K | 4.0% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 361236610 | HRx | $1.2M | 91.0% | 1 | 1 | 190 |
EIN 860222062 | DVLSTDOth | $122K | 9.0% | 1 | 1 | 162 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC | HOUSTON, TX | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA, BLUECROSS BLUESHIELD OF TEXAS | $75K | $0 | $75K | 100.0% | 2 |
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