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Sponsor portfolioWelfare / HealthEIN 75-2853292

SIMFLO

2605 INTERSTATE 27 · LUBBOCK, TX 79404
8067473411
Plans filed
4
Years active
2021–2025
Industry
NAICS 33
Latest filing
2025
Total premiums (latest)
$1.7M
No prior year
Persons covered
278
No prior year
Total participants
168
No prior year
Plans filed
4
No prior year

Plans under this sponsor

4 plans
Plan #505$1.7M
SIMFLO WRAP PLAN
Fully insured278 covered·3 carriers
Primary: BLUE CROSS BLUE SHIELD OF TEXAS
Plan #502$1.4M
SIMFLO HEALTH PLAN
Fully insured268 covered·1 carrier
Primary: BLUE CROSS BLUE SHIELD OF TEXAS
Plan #503$65K
SIMFLO DENTAL PLAN
Fully insured106 covered·1 carrier
Primary: BLUE CROSS BLUE SHIELD OF TEXAS
Plan #504$52K
SIMFLO LIFE PLAN
Fully insured157 covered·1 carrier
Primary: STANDARD INSURANCE CO.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.6M48.7%
Dental$1.6M48.7%
Life$56K1.7%
Vision$30K0.9%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 361236610
HD
$1.6M94.9%11278
STANDARD INSURANCE COMPANY
EIN 930242990
L
$56K3.3%11167
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
EIN 860222062
V
$30K1.8%11127

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HOTCHKISS INSURANCE AGENCY, LLCCARROLLTON, TXBLUE CROSS BLUE SHIELD OF TEXAS, EQUITABLE FINANCIAL LIFE INS. CO. OF AMERICA, STANDARD INSURANCE COMPANY$75K$0$75K99.5%1
STEPHENS, HARLON, EDWARDLUBBOCK, TXEQUITABLE FINANCIAL LIFE INS. CO. OF AMERICA, STANDARD INSURANCE COMPANY$401$0$4010.5%1

History & trajectory

5 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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