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Sponsor portfolioWelfare / HealthEIN 75-2217016

LORI'S GIFTS, INC.

8400 BELLEVIEW DRIVE · PLANO, TX 75024
9727595000
Plans filed
1
Years active
2015–2025
Industry
NAICS 45
Latest filing
2025
Total premiums (latest)
$214K
No prior year
Persons covered
200
No prior year
Total participants
85
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$214K
LORI'S GIFTS EMPLOYEE BENEFITS PLAN
Mixed200 covered·3 carriers
Primary: METROPOLITAN LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$211K17.0%
Other$208K16.8%
Vision$204K16.5%
Life$204K16.5%
Short-term disability$204K16.5%
Long-term disability$204K16.5%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
DVLSTDLTDOth
$204K95.6%11200
SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION
EIN 952879515
D
$6K2.9%1133
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD
EIN 731016728
Oth
$3K1.4%1124

Broker overview

6 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
KORE INSURANCE HOLDINGS LLCLIVINGSTON, NJMETROPOLITAN LIFE INSURANCE COMPANY, SAFEGUARD HEALTH PLANS INC., A CALIFORNIA CORPORATION, PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$42K$0$42K46.6%1
GIS BENEFITS INCMORRIS, ILMETROPOLITAN LIFE INSURANCE COMPANY, SAFEGUARD HEALTH PLANS INC., A CALIFORNIA CORPORATION$19K$3K$21K23.5%1
LOCKTON COMPANIES, LLCDALLAS, TXMETROPOLITAN LIFE INSURANCE COMPANY, PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$12K$1K$13K14.5%1
BOON CHAPMAN BENEFIT ADMINISTRATORSAUSTIN, TXMETROPOLITAN LIFE INSURANCE COMPANY, SAFEGUARD HEALTH PLANS INC., A CALIFORNIA CORPORATION$546$11K$12K13.1%1
UNKNOWNPLANO, TXMETROPOLITAN LIFE INSURANCE COMPANY$0$2K$2K2.3%1
CLINT SCOFIELDMCKINNEY, TXPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$35$0$350.0%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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