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Sponsor portfolioWelfare / HealthEIN 75-2336592

MORITZ PARTNERS LP

2001 N. COLLINS · ARLINGTON, TX 76011
8175224496
Plans filed
5
Years active
2016–2026
Industry
NAICS 44
Latest filing
2026
Total premiums (latest)
$4.1M
No prior year
Persons covered
415
No prior year
Total participants
411
No prior year
Plans filed
5
No prior year

Plans under this sponsor

5 plans
Plan #505$4.1M
MORITZ PARTNERS LP HEALTH PLAN
Fully insured415 covered·2 carriers
Primary: BLUECROSS BLUESHIELD OF TEXAS
Plan #504$211K
MORITZ PARTNERS LP DISABILITY PLAN
Fully insured210 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #506$202K
MORITZ PARTNERS LP DENTAL & VISION PLAN
Fully insured206 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #507$108K
MORITZ PARTNERS LP VISION PLAN
Fully insured169 covered·1 carrier
Primary: UNION SECURITY INSURANCE COMPANY
Plan #508$106K
MORITZ PARTNERS LP LIFE PLAN
Fully insured446 covered·2 carriers
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$3.9M43.0%
Dental$3.9M43.0%
Vision$252K2.8%
Life$252K2.8%
Short-term disability$252K2.8%
Long-term disability$252K2.8%
Other$252K2.8%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 361236610
HD
$3.9M93.9%11415
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
VLSTDLTDOth
$252K6.1%11406

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITED—BLUECROSS BLUESHIELD OF TEXAS, GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$162K$17K$180K84.0%1
MS BENEFITSRIDGEFIELD PARK, NJGUARDIAN LIFE INSURANCE COMPANY OF AMERICA$29K$0$29K13.4%1
CENTRO BENEFITS RESEARCH LLCKIRKWOOD, MOGUARDIAN LIFE INSURANCE COMPANY OF AMERICA$6K$0$6K2.6%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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