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Sponsor portfolioWelfare / HealthEIN 75-1255763

BOB UTTER FORD

2525 TEXOMA PARKWAY · SHERMAN, TX 75090
8002593560
Plans filed
1
Years active
2021–2025
Industry
NAICS 44
Latest filing
2025
Total premiums (latest)
$528K
No prior year
Persons covered
222
No prior year
Total participants
124
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$528K
BOB UTTER FORD EMPLOYEE BENEFITS PLAN
Mixed222 covered·3 carriers
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$487K91.6%
Other$40K7.6%
Life$4K0.8%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
SL
$487K92.2%11222
AMERICAN HERITAGE LIFE INSURANCE COMPANY
EIN 590781901
LOth
$38K7.2%1431
AMERICAN UNITED LIFE INSURANCE COMPANY
EIN 350145825
LOth
$3K0.6%11121

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
SGL PARTNERS, LLCFORT WORTH, TXAMERICAN HERITAGE LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY, AMERICAN UNITED LIFE INSURANCE COMPANY$69K$0$69K41.1%1
AMANDA M GRIFFITH—CIGNA HEALTH AND LIFE INSURANCE COMPANY$58K$0$58K34.8%1
REUBEN WARNER ASSOCIATES, INC.—CIGNA HEALTH AND LIFE INSURANCE COMPANY$37K$0$37K21.9%1
WALKER, AMANDAHEATH, TXAMERICAN HERITAGE LIFE INSURANCE COMPANY$4K$0$4K2.2%1

History & trajectory

5 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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