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Sponsor portfolioWelfare / HealthEIN 75-1175632

ALCUIN SCHOOL

6144 CHURCHILL WAY · DALLAS, TX 752301804
9722391745
Plans filed
2
Years active
2016–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$185K
No prior year
Persons covered
225
No prior year
Total participants
120
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$185K
ALCUIN SCHOOL HEALTH AND WELFARE PLAN
Mixed225 covered·6 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #508$40K
ALCUIN SCHOOL DISABILITY PLAN
Fully insured115 covered·1 carrier
Primary: SUN LIFE ASSURANCE CO OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$54K29.2%
Long-term disability$50K27.3%
Life$38K20.8%
Dental$34K18.3%
Vision$8K4.4%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LTD
$50K27.3%11133
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
LOth
$42K22.6%12225
CIGNA HEALTH AND LIFE INSURANCE COMPANY
D
$34K18.3%1173
AFLAC
EIN 822723296
Oth
$33K17.9%1127
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
Oth
$17K9.5%1189
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
V
$8K4.4%11144

Broker overview

20 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ISM INSURANCE INCWILMINGTON, DESUN LIFE ASSURANCE COMPANY OF CANADA$11K$0$11K38.3%1
HIGGINBOTHAM INS AGENCY INCFORT WORTH, TXLIFE INSURANCE COMPANY OF NORTH AMERICA, METROPOLITAN LIFE INSURANCE COMPANY$9K$0$9K32.1%1
STOOKBERRY INSURANCE AGENCY LLCSACHSE, TXAFLAC$3K$66$3K9.5%1
INDEPENDENT SCHOOL MANAGEMENTWILMINGTON, DEUNUM LIFE INSURANCE COMPANY OF AMERICA$3K$0$3K9.2%1
ROBERT G. RELPH AGENCY, INC.PEORIA, AZAFLAC$692$0$6922.4%1
ELIZABETH GAYLE LAWSONDALLAS, TXAFLAC$655$0$6552.3%1
LINDA A LECIEJEWSKIFRISCO, TXAFLAC$353$11$3641.3%1
WILLIAM A GRAHAM COMPANYPROSPER, TXAFLAC$226$0$2260.8%1
BILLIE J CLARKLUBBOCK, TXAFLAC$219$0$2190.8%1
ALLEN FINANCIAL GROUPANNA, TXAFLAC$208$0$2080.7%1
GAY M HUNDLEYANNA, TXAFLAC$124$0$1240.4%1
ANDERSON C THOMPSONNEW BERN, NCAFLAC$98$0$980.3%1
KRISTY ANN MOOREHEADROYSE CITY, TXAFLAC$78$0$780.3%1
CAROLYN ANN MCLAUGHLINSUNNYVALE, TXAFLAC$75$0$750.3%1
LORI J THOMPSONGUN BARREL CITY, TXAFLAC$68$0$680.2%1
KEVIN B BAILEYMCKINNEY, TXAFLAC$63$0$630.2%1
CRAIG S DAVIESFLOWER MOUND, TXAFLAC$59$0$590.2%1
MATTHEW PENCEROYSE CITY, TXAFLAC$55$0$550.2%1
MATTHEW LEE CLARKWILSON, TXAFLAC$51$0$510.2%1
MICHAEL P SHEPARDLAVON, TXAFLAC$50$0$500.2%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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