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Sponsor portfolioWelfare / HealthEIN 75-1531935

FREESE AND NICHOLS, INC.

801 CHERRY STREET, SUITE 2800 · FORT WORTH, TX 76102
8177357300
Plans filed
3
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$2.7M
No prior year
Persons covered
2,291
No prior year
Total participants
1,325
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #502$2.7M
FREESE AND NICHOLS, INC. FLEXIBLE BENEFITS PLAN
Mixed2,291 covered·4 carriers
Primary: SYMETRA LIFE INSURANCE COMPANY
Plan #510$0
FREESE AND NICHOLS, INC. 125 BENEFIT PLAN
Self-funded0 covered·0 carriers
Plan #511$0
FREESE AND NICHOLS, INC. HRA BENEFIT PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$1.5M23.7%
Life$1.2M19.0%
Short-term disability$1.2M19.0%
Long-term disability$1.2M19.0%
Dental$1.1M17.4%
Vision$109K1.8%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SYMETRA LIFE INSURANCE COMPANY
EIN 910742147
LSTDLTDOth
$1.4M53.2%121,319
DELTA DENTAL OF CALIFORNIA
EIN 942761537
D
$1.1M40.7%112,291
VISION SERVICE PLAN
EIN 061227840
V
$109K4.1%11988
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD
EIN 731016728
Oth
$54K2.0%11292

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCDALLAS, TXVISION SERVICE PLAN, SYMETRA LIFE INSURANCE COMPANY, DELTA DENTAL INSURANCE COMPANY, PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$281K$38K$319K100.0%1

History & trajectory

11 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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