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Sponsor portfolioWelfare / HealthEIN 75-2393478
WHITLEY PENN LLP
640 TAYLOR STREET STE 2200 · FORT WORTH, TX 761022628
8172599020
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$301K
No prior year
Persons covered
718
No prior year
Total participants
752
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $183K | 44.1% | |
| Life | $115K | 27.6% | |
| Vision | $65K | 15.6% | |
| Long-term disability | $52K | 12.6% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 470322111 | LLTDOth | $202K | 67.1% | 1 | 5 | 718 |
EIN 061227840 | V | $65K | 21.6% | 1 | 1 | 484 |
EIN 741742134 | Oth | $34K | 11.4% | 1 | 1 | 152 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED | DALLAS, TX | UNITED OF OMAHA LIFE INSURANCE COMPANY, TEXAS LEGAL PROTECTION PLAN, INC., VISION SERVICE PLAN | $42K | $11K | $53K | 81.2% | 1 |
| FMLASOURCE INC | CHICAGO, IL | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $12K | $12K | 18.8% | 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