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Sponsor portfolioWelfare / HealthEIN 75-2961469

STONEGATE SENIOR LIVING LP

1500 WATERS RIDGE DR · LEWISVILLE, TX 750576011
9728994401
Plans filed
2
Years active
2015–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$1.1M
No prior year
Persons covered
2,248
No prior year
Total participants
3,980
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$1.1M
STONEGATE SENIOR LIVING LP WRAP PLAN
Mixed2,248 covered·2 carriers
Primary: RELIANCE STANDARD LIFE INSURANCE COMPANY
Plan #502$0
STONEGATE SENIOR LIVING EMPLOYEE BENEFIT PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$460K29.6%
Vision$460K29.6%
Life$184K11.9%
Short-term disability$182K11.7%
Other$154K9.9%
Long-term disability$115K7.4%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
RELIANCE STANDARD LIFE INSURANCE COMPANY
EIN 360883760
DVLSTDLTDOth
$1.1M100.0%192,248
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
Oth
$3540.0%111

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HIGGINBOTHAM INS AGENCY INCFORT WORTH, TXRELIANCE STANDARD LIFE INSURANCE COMPANY$122K$24K$146K99.9%1
PLANSOURCE BENEFITS ADMINISTRATIONORLANDO, FLMETROPOLITAN LIFE INSURANCE COMPANY$162$0$1620.1%1

History & trajectory

11 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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