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Sponsor portfolioWelfare / HealthEIN 75-2694563
INDEPENDENT BANK
7777 HENNEMAN WAY · MCKINNEY, TX 75070
4693012630
- Plans filed
- 1
- Years active
- 2015–2024
- Industry
- NAICS 52
- Latest filing
- 2024
Total premiums (latest)
$2.6M
No prior year
Persons covered
2,015
No prior year
Total participants
0
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 | $1.4M | 28.9% | |
| Dental | $1.1M | 22.5% | |
| Life | $1.0M | 20.3% | |
| Long-term disability | $1.0M | 20.3% | |
| Vision | $403K | 8.1% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | D | $1.1M | 43.7% | 1 | 1 | 1,149 |
EIN 060838648 | LLTDOth | $1.0M | 39.5% | 1 | 1 | 1,407 |
EIN 135581829 | VOth | $403K | 15.7% | 1 | 1 | 2,015 |
EIN 233080019 | Oth | $28K | 1.1% | 1 | 1 | 1,471 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC | DALLAS, TX | HARTFORD LIFE AND ACCIDENT, METROPOLITAN LIFE INSURANCE COMPANY | $71K | $57K | $127K | 100.0% | 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