PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. SUNBELT MATERIAL HANDLING

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 75-2194496

SUNBELT MATERIAL HANDLING

1617 TERRE COLONY CT · DALLAS, TX 752126222
2148194150
Plans filed
3
Years active
2024–2025
Industry
NAICS 42
Latest filing
2025
Total premiums (latest)
$1.4M
No prior year
Persons covered
217
No prior year
Total participants
152
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #501$1.4M
SUNBELT MATERIAL HANDLING HEALTH & WELFARE BENEFIT PLAN
Fully insured217 covered·3 carriers
Primary: AETNA LIFE INSURANCE COMPANY
Plan #502$122K
ROWIN-CORNIL, INC. DBA SUNBELT MATERIAL HANDLING WELFARE PLAN
Fully insured159 covered·1 carrier
Primary: THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Plan #503$46K
ROWIN-CORNIL, INC. DBA SUNBELT MATERIAL HANDLING GAP PLAN
Fully insured60 covered·1 carrier
Primary: AMFIRST

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.3M31.3%
Dental$1.2M28.8%
Vision$1.2M28.8%
Life$114K2.8%
Short-term disability$114K2.8%
Long-term disability$114K2.8%
Other$114K2.8%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 066033492
HDV
$1.2M84.5%11217
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
LSTDLTDOth
$114K8.2%11152
AMFIRST
EIN 640302785
H
$102K7.3%110

Broker overview

6 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
NBI & ASSOCIATES LLCBURLESON, TXTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, AETNA LIFE INSURANCE COMPANY, AMFIRST$17K$0$17K45.1%1
HIGGINBOTHAM INS AGENCY INCFORT WORTH, TXTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, AETNA LIFE INSURANCE COMPANY, AMFIRST$10K$0$10K26.1%1
THE COOK GROUP, INC.MCKINNEY, TXAMFIRST$4K$0$4K10.7%1
MORGAN WHITE LIMITEDJACKSON, MSAMFIRST$3K$0$3K8.0%1
JOSHUA (MWG) SULLIVANMCKINNEY, TXAMFIRST$2K$0$2K5.4%1
ASSUREDPARTNERSHOUSTON, TXTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$2K$0$2K4.7%1

History & trajectory

2 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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica