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Sponsor portfolioWelfare / HealthEIN 74-2957200
FIDELITAS, LLC ERISA WRAP PLAN
47 TOEPPERWEIN RD · BOERNE, TX 78006
8308167900
- Plans filed
- 1
- Years active
- 2017–2025
- Industry
- NAICS 56
- Latest filing
- 2025
Total premiums (latest)
$1.2M
No prior year
Persons covered
168
No prior year
Total participants
138
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 |
|---|---|---|---|
| Dental | $1.2M | 29.3% | |
| Vision | $1.2M | 29.3% | |
| Health | $1.1M | 25.2% | |
| Life | $172K | 4.1% | |
| Short-term disability | $172K | 4.1% | |
| Long-term disability | $172K | 4.1% | |
| Other | $172K | 4.1% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 066033492 | HDV | $1.1M | 86.1% | 1 | 1 | 167 |
EIN 135581829 | DVLSTDLTDOth | $172K | 13.9% | 1 | 1 | 168 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| INFINITY INSURANCE & CONSULTING | SAN ANTONIO, TX | AETNA LIFE INSURANCE CO., METROPOLITAN LIFE INSURANCE COMPANY | $23K | $1K | $24K | 68.8% | 1 |
| GIS BENEFITS INC | MORRIS, IL | METROPOLITAN LIFE INSURANCE COMPANY | $7K | $3K | $11K | 30.8% | 1 |
| ASD INSURANCE AND FINANCIAL SERVICE | DALLAS, TX | AETNA LIFE INSURANCE CO. | $113 | $0 | $113 | 0.3% | 1 |
History & trajectory
9 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