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Sponsor portfolioWelfare / HealthEIN 75-2332948

CITYSQUARE

1610 SOUTH MALCOLM X BOULEVARD · DALLAS, TX 75226
2143032126
Plans filed
1
Years active
2016–2024
Industry
NAICS 62
Latest filing
2024
Total premiums (latest)
$100K
No prior year
Persons covered
70
No prior year
Total participants
75
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$100K
CITYSQUARE EMPLOYEE WELFARE BENEFIT PLAN
Mixed70 covered·3 carriers
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$56K20.9%
Short-term disability$56K20.9%
Long-term disability$56K20.9%
Other$56K20.9%
Dental$35K12.9%
Vision$9K3.4%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$56K56.1%1170
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
EIN 860222062
D
$35K34.7%1148
EYEMED VISION CARE
EIN 430949844
V
$9K9.2%1166

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HOLMES MURPHY & ASSOCIATESDES MOINES, IATHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA, EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS. CO.$11K$5K$16K77.2%1
AVANT SPECIALTY BENEFITS LLCWAUKEE, IATHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA, EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS. CO.$174$4K$5K22.8%1

History & trajectory

9 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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