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Sponsor portfolioWelfare / HealthEIN 75-2142963

POPULUS FINANCIAL GROUP, INC.

300 EAST JOHN CARPENTER FREEWAY · IRVING, TX 75062
9725505000
Plans filed
1
Years active
2016–2025
Industry
NAICS 45
Latest filing
2025
Total premiums (latest)
$2.0M
No prior year
Persons covered
1,865
No prior year
Total participants
1,766
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #505$2.0M
POPULUS FINANCIAL GROUP HEALTH AND WELFARE PLAN
Mixed1,865 covered·7 carriers
Primary: LINCOLN NATIONAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$1.7M25.4%
Long-term disability$1.7M24.9%
Other$1.6M23.9%
Short-term disability$1.6M23.4%
Vision$121K1.8%
Dental$37K0.6%

Carrier overview

7 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$1.6M78.9%111,865
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
L
$131K6.6%11105
VISION SERVICE PLAN
EIN 061227840
V
$121K6.1%111,131
STANDARD INSURANCE COMPANY
EIN 930242990
LTD
$68K3.4%1124
ALPHA DENTAL PROGRAMS, INC.
EIN 742447512
D
$37K1.9%11178
PETERSEN INTERNATIONAL UNDERWRITERS
EIN 953493616
LTD
$33K1.7%118
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD
EIN 731016728
Oth
$31K1.6%11167

Broker overview

8 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
INSURANCE PARTNERS AGENCY INCOVERLAND PARK, KSSTANDARD INSURANCE COMPANY, PETERSEN INTERNATIONAL UNDERWRITERS$11K$352$11K24.8%1
IMA, INC.SALT LAKE CITY, UTPETERSEN INTERNATIONAL UNDERWRITERS, LINCOLN NATIONAL LIFE INSURANCE COMPANY$3K$5K$8K18.3%1
LPL FINANCIAL CORPSAN DIEGO, CAMETROPOLITAN LIFE INSURANCE COMPANY$8K$0$8K16.5%1
AMY GOSWICKDENVER, COSTANDARD INSURANCE COMPANY$6K$0$6K13.2%1
MEMBERSHIP CATALYTIC, INC.FORT WORTH, TXPRE-PAID LEGAL SERVICES INC. DBA LEGALSHIELD$6K$0$6K12.7%1
BRYAN WESTONDALLAS, TXSTANDARD INSURANCE COMPANY$2K$0$2K5.1%1
REED HEADLEY SCHNITTKERPLANO, TXSTANDARD INSURANCE COMPANY$2K$0$2K5.1%1
KATHRYN G KWASNIAKADDISON, TXSTANDARD INSURANCE COMPANY$2K$0$2K4.3%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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