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Sponsor portfolioWelfare / HealthEIN 75-1079692

CORGAN ASSOCIATES, INC

401 NORTH HOUSTON STREET · DALLAS, TX 75202
2147482000
Plans filed
1
Years active
2016–2024
Industry
NAICS 54
Latest filing
2024
Total premiums (latest)
$1.3M
No prior year
Persons covered
1,404
No prior year
Total participants
1,011
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.3M
CORGAN ASSOCIATES WELFARE BENEFIT PLAN
Mixed1,404 covered·6 carriers
Primary: METROPOLITAN LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$677K24.8%
Dental$628K23.0%
Life$463K16.9%
Short-term disability$448K16.4%
Long-term disability$448K16.4%
Vision$69K2.5%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
D
$628K47.6%111,404
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$590K44.7%12913
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
VOth
$69K5.2%111,388
COMPSYCH
EIN 363739783
Oth
$18K1.4%111,011
TRUSTMARK INSURANCE COMPANY
EIN 360792925
L
$15K1.2%1113

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOCKTON COMPANIES, LLCDALLAS, TXUNUM INSURANCE COMPANY, TRUSTMARK INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA$117K$21K$138K98.3%1
MARSH & MCLENNAN AGENCY LLCBOSTON, MATRUSTMARK INSURANCE COMPANY$2K$0$2K1.7%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
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