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Sponsor portfolioWelfare / HealthEIN 75-2695327
EVERETT FINANCIAL, INC. DBA SUPREME LENDING
d/b/a DBA SUPREME LENDING
14801 QUORUM DR. STE 300 · DALLAS, TX 75254
9724475647
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$1.0M
No prior year
Persons covered
898
No prior year
Total participants
1,000
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 |
|---|---|---|---|
| Life | $740K | 22.7% | |
| Short-term disability | $740K | 22.7% | |
| Long-term disability | $740K | 22.7% | |
| Other | $740K | 22.7% | |
| Health | $203K | 6.2% | |
| Vision | $100K | 3.1% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 381082080 | LSTDLTDOth | $740K | 71.0% | 1 | 1 | 898 |
EIN 941340523 | H | $203K | 19.5% | 1 | 2 | 15 |
EIN 061227840 | V | $100K | 9.5% | 1 | 1 | 630 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| HOLMES MURPHY & ASSOCIATES | DES MOINES, IA | SUN LIFE ASSURANCE COMPANY OF CANADA | $40K | $0 | $40K | 73.0% | 1 |
| AVANT SPECIALTY BENEFITS LLC | DES MOINES, IA | SUN LIFE ASSURANCE COMPANY OF CANADA | $15K | $0 | $15K | 27.0% | 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