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Sponsor portfolioWelfare / HealthEIN 75-1469549

LOUIS A. WILLIAMS & ASSOCIATES, INC.

P O DRAWER 1309 · MARSHALL, TX 75671
9039385191
Plans filed
1
Years active
2017–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$339K
No prior year
Persons covered
39
No prior year
Total participants
39
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$339K
LOUIS A. WILLIAMS & ASSOCIATES, INC. EMPLOYEE BENEFIT PLAN & TRUST
Fully insured39 covered·4 carriers
Primary: SUNLIFE

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$327K24.9%
Dental$327K24.9%
Prescription drug$327K24.9%
Stop-loss$327K24.9%
Other$3K0.2%
Life$3K0.2%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
HRxDSL
$327K96.6%1139
MULTI PLAN
EIN 133068979
$6K1.7%1139
MEDICAL HELPLINE
Oth
$3K0.9%1139
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
L
$3K0.8%1139

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
IMA, INC.BOSSIER CITY, LAMEDICAL HELPLINE, UNUM, MULTIPLAN, SUNLIFE$54K$24K$78K93.3%1
CROSS POINTE INSURANCE ADVISORS LLCTEXARKANA, TXSUNLIFE$0$6K$6K6.7%1

History & trajectory

9 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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