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Sponsor portfolioWelfare / HealthEIN 75-1281520

LEWIS & ELLIS, LLC

6600 CHASE OAKS BLVD., STE 150 · PLANO, TX 75023
9728500850
Plans filed
1
Years active
2018–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$2.1M
No prior year
Persons covered
220
No prior year
Total participants
105
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.1M
LEWIS & ELLIS, LLC WRAP PLAN
Fully insured220 covered·6 carriers
Primary: BLUE CROSS BLUE SHIELD OF TEXAS

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.6M73.4%
Long-term disability$185K8.3%
Dental$172K7.7%
Other$81K3.6%
Vision$76K3.4%
Life$76K3.4%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 361236610
H
$1.6M78.8%11220
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
D
$172K8.3%11102
AMERITAS LIFE INSURANCE CORP.
EIN 310472910
LTD
$141K6.8%1199
DEARBORN LIFE INSURANCE COMPANY
EIN 362598882
VLOth
$76K3.7%11109
RELIANCE STANDARD LIFE INSURANCE COMPANY
EIN 360883760
LTD
$45K2.2%11104
MEDICAL AIR SERVICES ASSOCIATION, INC.
EIN 731267483
Oth
$5K0.2%1114

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ANCO INS. SVC. OF BRYAN COLLEGE STABRYAN, TXMEDICAL AIR SERVICES ASSOCIATION, INC., BLUE CROSS BLUE SHIELD OF TEXAS, DEARBORN LIFE INSURANCE CO.$57K$0$57K49.9%1
HUB INTERNATIONAL MIDWEST LIMITEDBRYAN, TXGUARDIAN, DEARBORN LIFE INSURANCE CO.$20K$6K$26K22.8%1
JAMES COYLELEWISVILLE, TXRELIANCE STANDARD, AMERITAS LIFE INSURANCE CORP.$20K$0$20K17.3%1
CENTRO BENEFITS RESEARCH LLCKIRKWOOD, MOGUARDIAN, MEDICAL AIR SERVICES ASSOCIATION, INC.$7K$0$7K6.2%1
ARNOLDS ANDRA GRAVAALLEN, TXAMERITAS LIFE INSURANCE CORP.$4K$0$4K3.8%1

History & trajectory

3 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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