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Sponsor portfolioWelfare / HealthEIN 75-2588032
TRI DAL, LTD.
540 COMMERCE ST. · SOUTHLAKE, TX 76092
8174812886
- Plans filed
- 1
- Years active
- 2015–2024
- Industry
- NAICS 23
- Latest filing
- 2024
Total premiums (latest)
$795K
No prior year
Persons covered
255
No prior year
Total participants
203
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 |
|---|---|---|---|
| Health | $553K | 28.5% | |
| Dental | $553K | 28.5% | |
| Vision | $553K | 28.5% | |
| Life | $232K | 11.9% | |
| Other | $38K | 1.9% | |
| Long-term disability | $10K | 0.5% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | HDV | $553K | 69.6% | 1 | 1 | 255 |
EIN 570144607 | LLTDOth | $242K | 30.4% | 1 | 4 | 231 |
Broker overview
9 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED | SAN ANTONIO, TX | UNUM LIFE INSURANCE COMPANY OF AMERICA, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF NORTH AMERICA | $115K | $539 | $116K | 70.5% | 1 |
| CHRISTOPHER D TYLER | FRISCO, TX | UNUM LIFE INSURANCE COMPANY OF AMERICA, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF NORTH AMERICA | $14K | $7K | $21K | 12.8% | 1 |
| KAREN TYLER-DUNN | FRISCO, TX | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14K | $4K | $18K | 10.8% | 1 |
| AMARILIS ALTAGRACIA CSIKORTOS | SAGINAW, TX | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $902 | $5K | 2.8% | 1 |
| ROBYN ANGELA SANDERS | FRISCO, TX | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $928 | $2K | 1.2% | 1 |
| PATRICIA HERNANDEZ | GARLAND, TX | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $0 | $1K | 0.7% | 1 |
| JULIAN OLALDE | WYLIE, TX | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $0 | $1K | 0.6% | 1 |
| MIRANDA JOYCE DAVIS | ALLEN, TX | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $891 | $0 | $891 | 0.5% | 1 |
| ERNESTO ELOY GARCIA | LANTANA, TX | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23 | $0 | $23 | 0.0% | 1 |
History & trajectory
10 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