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Sponsor portfolioWelfare / HealthEIN 75-2967456
SHACKELFORD, BOWEN, MCKINLEY & NORTON, LLP
9201 N. CENTRAL EXPRESSWAY · DALLAS, TX 75231
2147801400
- Plans filed
- 1
- Years active
- 2020–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$2.1M
No prior year
Persons covered
463
No prior year
Total participants
120
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 |
|---|---|---|---|
| Health | $1.9M | 47.0% | |
| Dental | $1.9M | 47.0% | |
| Long-term disability | $190K | 4.7% | |
| Other | $36K | 0.9% | |
| Vision | $12K | 0.3% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 361236610 | HD | $1.9M | 88.8% | 1 | 1 | 463 |
EIN 010278678 | LTD | $190K | 8.9% | 1 | 2 | 119 |
EIN 822723296 | Oth | $36K | 1.7% | 1 | 1 | 26 |
EIN 362598882 | V | $12K | 0.5% | 1 | 1 | 96 |
Broker overview
8 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC | VIRGINIA BEACH, VA | UNUM LIFE INSURANCE COMPANY OF AMERICA, BLUECROSS BLUESHIELD OF TEXAS, DEARBORN LIFE INSURANCE COMPANY | $115K | $7K | $122K | 95.3% | 1 |
| MARSH & MCLENNAN AGENCY LLC | — | BLUECROSS BLUESHIELD OF TEXAS, AFLAC | $308 | $4K | $4K | 3.4% | 1 |
| MURIEL JERNIGAN | DALLAS, TX | AFLAC | $889 | $22 | $911 | 0.7% | 1 |
| MILTON EDDIE EDWARDS | MCKINNEY, TX | AFLAC | $236 | $5 | $241 | 0.2% | 1 |
| JON M HENNEY | COPPELL, TX | AFLAC | $207 | $0 | $207 | 0.2% | 1 |
| MOLOKAI MYLES HAND | PLANO, TX | AFLAC | $159 | $0 | $159 | 0.1% | 1 |
| TALHA ZAQUIR RAHMAN | FRISCO, TX | AFLAC | $98 | $5 | $103 | 0.1% | 1 |
| NANCY E ODOM | PLANO, TX | AFLAC | $94 | $0 | $94 | 0.1% | 1 |
History & trajectory
6 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