Sponsor portfolioWelfare / HealthEIN 75-1447238
CANDY & SCHONWALD, PLLC
3116 LIVE OAK STREET · DALLAS, TX 752046155
2148266660
- Plans filed
- 1
- Years active
- 2015–2024
- Industry
- NAICS 54
- Latest filing
- 2024
Total premiums (latest)
$45K
No prior year
Persons covered
20
No prior year
Total participants
16
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $33K | 73.0% | |
| Dental | $7K | 16.2% | |
| Other | $3K | 7.5% | |
| Vision | $1K | 3.3% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 361236610 | H | $33K | 73.0% | 1 | 1 | 20 |
EIN 381082080 | DV | $9K | 19.5% | 1 | 2 | 13 |
EIN 570144607 | Oth | $3K | 7.5% | 1 | 1 | 7 |
Broker overview
10 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | CONSHOHOCKEN, PA | SUN LIFE ASSURANCE COMPANY OF CANADA, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY, BLUE CROSS BLUE SHIELD OF TEXAS | $3K | $258 | $3K | 93.1% | 1 |
| MICHELE E MARTIN | PLANO, TX | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $49 | $25 | $74 | 2.3% | 1 |
| JESSICA CHRISTINE LEARD | HOUSTON, TX | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $27 | $15 | $42 | 1.3% | 1 |
| MPART BENEFITS INC | PROSPER, TX | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | $31 | $42 | 1.3% | 1 |
| DEACON CHARLES KAVANAUGH | THE COLONY, TX | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $21 | $17 | $38 | 1.2% | 1 |
| NATIONAL ENROLLMENT PARTNERS LLC | CRANSTON, RI | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | $11 | $15 | 0.5% | 1 |
| BRIAN COHEN | AUSTIN, TX | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | $0 | $4 | 0.1% | 1 |
| DAVID EVANS | SOUTHLAKE, TX | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.0% | 1 |
| LEROY PHELPS | BOERNE, TX | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.0% | 1 |
| PATRICIA M PHELPS | BOERNE, TX | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.0% | 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