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Sponsor portfolioWelfare / HealthEIN 75-2880162

REAL FOUNDATIONS, INC.

5050 QUORUM DRIVE, SUITE 700 · DALLAS, TX 75254
6468257984
Plans filed
1
Years active
2015–2024
Industry
NAICS 54
Latest filing
2024
Total premiums (latest)
$531K
No prior year
Persons covered
123
No prior year
Total participants
120
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$531K
REAL FOUNDATIONS, INC. WELFARE BENEFITS PLAN
Fully insured123 covered·5 carriers
Primary: GUARDIAN LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$518K23.4%
Dental$336K15.2%
Vision$336K15.2%
Life$336K15.2%
Short-term disability$336K15.2%
Long-term disability$336K15.2%
Health$12K0.6%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLSTDLTDOth
$336K63.4%11119
STANDARD INSURANCE COMPANY
EIN 930242990
Oth
$94K17.6%1119
PETERSEN INTERNATIONAL UNDERWRITERS
EIN 953493616
Oth
$47K8.9%114
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
Oth
$42K7.8%1135
TELADOC
EIN 043705970
H
$12K2.3%11123

Broker overview

17 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCDALLAS, TXGUARDIAN LIFE INSURANCE COMPANY, PETERSEN INTERNATIONAL UNDERWRITERS, COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$45K$7K$51K57.3%1
WESTON BRYANPLANO, TXPETERSEN INTERNATIONAL UNDERWRITERS, STANDARD INSURANCE COMPANY$13K$0$13K14.5%1
REED HEADLEY SCHNITTKERPLANO, TXPETERSEN INTERNATIONAL UNDERWRITERS, STANDARD INSURANCE COMPANY$11K$0$11K12.5%1
KEVIN M PAILETDALLAS, TXSTANDARD INSURANCE COMPANY$9K$0$9K10.1%1
VIRGINIA LEDER-CLARKHIGHLAND VILLAGE, TXCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$1K$215$2K1.7%1
SHAUN PATRICK CLARKFLOWER MOUND, TXCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$453$536$9891.1%1
INGLE BENEFITS LLCCELINA, TXCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$468$177$6450.7%1
WORLD INSURANCE ASSOCIATES LLCWATERTOWN, MNCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$468$97$5650.6%1
MPART BENEFITS INCPROSPER, TXCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$312$213$5250.6%1
MS HEALTH ECONOMICS CONSULTANTS LLCMIAMI, FLCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$332$9$3410.4%1
A PLUS PLANNING & INSURANCE LLC—PETERSEN INTERNATIONAL UNDERWRITERS$224$0$2240.2%1
NATIONAL ENROLLMENT PARTNERS LLCPROSPER, TXCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$109$65$1740.2%1
MARC A GROVEROGERS, MNCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$28$67$950.1%1
MICHELE RHEINLANSDALE, PACOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$36$0$360.0%1
MARY BETH HARRISDALLAS, TXCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$10$0$100.0%1
SOTERIA PARTNERS LLCWEST ORANGE, NJCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$3$5$80.0%1
STEPHANIE ANN VINCENTMANSFIELD, TXCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$5$0$50.0%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
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