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Sponsor portfolioWelfare / HealthEIN 75-2634771

LOAD TRAIL LLC

220 FM 2216 · SUMNER, TX 75486
8006505194
Plans filed
1
Years active
2017–2026
Industry
NAICS 33
Latest filing
2026
Total premiums (latest)
$882K
No prior year
Persons covered
970
No prior year
Total participants
861
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$882K
LOAD TRAIL LLC HEALTH AND WELFARE BENEFITS PLAN
Mixed970 covered·5 carriers
Primary: PRINCIPAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$554K27.8%
Short-term disability$472K23.7%
Dental$328K16.5%
Vision$328K16.5%
Life$156K7.8%
Long-term disability$156K7.8%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
DV
$328K37.2%11970
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
STDOth
$316K35.8%11471
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$156K17.7%11870
UNITED HEALTHCARE INSURANCE COMPANY
EIN 362739571
Oth
$54K6.2%11884
VITALITY
EIN 822597547
Oth
$28K3.2%11845

Broker overview

8 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
RISK SERVICES OF LOUISIANA INCHOUSTON, TXUNITED OF OMAHA LIFE INSURANCE COMPANY, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY, PRINCIPAL LIFE INSURANCE COMPANY$91K$0$91K48.5%1
WHITNEY FRANCISBENTON, ARCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$11K$19K$30K16.1%1
CHARLES DON SCHAEFROLAND, ARCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$11K$15K$26K13.8%1
SHANNON MARIE BALDWINBIXBY, OKCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$16K$5K$21K11.3%1
THE FRANCIS GROUP LLCBENTON, ARCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$3K$4K$8K4.2%1
EDGAR IVAN MUNOZ LUNAEL PASO, TXCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$4K$1K$5K2.6%1
MONICA GABRIELA SERVINEL PASO, TXCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$3K$1K$4K2.3%1
LEAVITT GROUPSALT LAKE CITY, UTUNITED OF OMAHA LIFE INSURANCE COMPANY, PRINCIPAL LIFE INSURANCE COMPANY$0$2K$2K1.1%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
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