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Sponsor portfolioWelfare / HealthEIN 75-1282255

SHADY OAKS COUNTRY CLUB

320 ROARING SPRINGS RD · WESTWORTH VILLAGE, TX 761144111
8176655678
Plans filed
1
Years active
2021–2025
Industry
NAICS 71
Latest filing
2025
Total premiums (latest)
$129K
No prior year
Persons covered
125
No prior year
Total participants
125
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$129K
SHADY OAKS COUNTRY CLUB WELFARE PLAN
Fully insured125 covered·3 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$50K26.8%
Dental$50K26.8%
Short-term disability$25K13.3%
Life$25K13.2%
Long-term disability$23K12.4%
Other$9K4.6%
Vision$5K2.9%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$73K56.9%15125
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HD
$50K38.9%1182
FIDELITY SECURITY LIFE INSURANCE COMPANY
EIN 430949844
V
$5K4.3%11109

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HIGGINBOTHAM INS AGENCY INCFORT WORTH, TXTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY, FIDELITY SECURITY LIFE INSURANCE COMPANY$17K$2K$18K100.0%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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