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Sponsor portfolioWelfare / HealthEIN 74-2942371

THE LEVY COMPANY

16294 IH 35 NORTH · SELMA, TX 78154
2107872380
Plans filed
1
Years active
2019–2025
Industry
NAICS 23
Latest filing
2025
Total premiums (latest)
$63K
No prior year
Persons covered
197
No prior year
Total participants
0
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$63K
THE LEVY COMPANY WRAP PLAN
Mixed197 covered·3 carriers
Primary: THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$29K26.6%
Vision$29K26.6%
Other$19K17.4%
Life$17K15.6%
Long-term disability$8K7.7%
Short-term disability$7K6.0%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$32K50.7%15197
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DV
$29K46.1%11134
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD
EIN 731016728
Oth
$2K3.2%1129

Broker overview

6 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ACRISURE LLCNORTH PALM HARBOR, FLTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, UNITED OF OMAHA LIFE INSURANCE COMPANY$9K$1K$10K71.5%1
SWBC LIFE INSURANCE AGENCY, INC.SAN ANTONIO, TXTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, UNITED OF OMAHA LIFE INSURANCE COMPANY, PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD-$623$3K$3K19.7%1
JLP INTERESTS INC—THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$0$552$5524.1%1
MARSH & MCLENNAN AGENCY LLC—THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$0$552$5524.1%1
CHRISTINE SEELIGEL PASO, TXPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$61$0$610.5%1
EDDIE PETERSHAGERSTOWN, MDPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$20$0$200.1%1

History & trajectory

7 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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