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Sponsor portfolioWelfare / HealthEIN 75-1562936

DAVID SUTHERLAND, LLC

1600 VICEROY, SUITE 500 · DALLAS, TX 75235
2143796460
Plans filed
1
Years active
2016–2025
Industry
NAICS 42
Latest filing
2025
Total premiums (latest)
$2.8M
No prior year
Persons covered
312
No prior year
Total participants
251
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$2.8M
DAVID SUTHERLAND HEALTH & WELFARE PLAN
Fully insured312 covered·3 carriers
Primary: BLUECROSS BLUESHIELD OF TEXAS

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.5M40.1%
Prescription drug$2.5M40.1%
Vision$221K3.6%
Life$221K3.6%
Short-term disability$221K3.6%
Long-term disability$221K3.6%
Other$221K3.6%
Dental$129K2.1%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 361236610
HRx
$2.5M87.6%11312
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
VLSTDLTDOth
$221K7.8%11251
DELTA DENTAL OF CALIFORNIA
EIN 942761537
D
$129K4.6%11311

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCDALLAS, TXBLUECROSS BLUESHIELD OF TEXAS, DELTA DENTAL INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY$151K$29K$180K100.0%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
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