PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. BARROW, HANLEY, MEWHINNEY & STRAUSS

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 75-2403190

BARROW, HANLEY, MEWHINNEY & STRAUSS

JP MORGAN CHASE TOWER · DALLAS, TX 75201
2146651900
Plans filed
1
Years active
2024–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$2.4M
No prior year
Persons covered
257
No prior year
Total participants
99
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.4M
BARROW, HANLEY, MEWHINNEY AND STRAUSS HEALTH & WELFARE PLAN
Fully insured257 covered·4 carriers
Primary: BLUECROSS BLUESHIELD OF TEXAS

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.3M33.0%
Dental$2.3M32.8%
Prescription drug$2.3M32.8%
Life$41K0.6%
Other$41K0.6%
Vision$9K0.1%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 361236610
HRxD
$2.3M97.3%11257
DEARBORN LIFE INSURANCE COMPANY
EIN 362598882
LOth
$41K1.7%11126
HAWAII MEDICAL SERVICE ASSOCIATION
EIN 990040115
H
$14K0.6%111
EYEMED VISION CARE
EIN 430949844
V
$9K0.4%11233

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
IMA, INC.NEWTON, MAEYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS CO, BLUECROSS BLUESHIELD OF TEXAS, DEARBORN LIFE INSURANCE COMPANY$56K$3K$59K100.0%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