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Sponsor portfolioWelfare / HealthEIN 75-6004080

CALDWELL ZOO, INC.

PO BOX 4280 · TYLER, TX 75712
9035928191
Plans filed
1
Years active
2015–2025
Industry
NAICS 71
Latest filing
2025
Total premiums (latest)
$1.4M
No prior year
Persons covered
143
No prior year
Total participants
86
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.4M
CALDWELL ZOO, INC. EMPLOYEE FLEXIBLE BENEFITS PLAN
Fully insured143 covered·4 carriers
Primary: BLUECROSS BLUESHIELD OF TEXAS

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.3M47.5%
Dental$1.3M47.5%
Other$57K2.1%
Life$35K1.3%
Short-term disability$20K0.7%
Long-term disability$10K0.4%
Vision$9K0.3%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 361236610
HD
$1.3M93.0%11143
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$65K4.8%14104
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
Oth
$22K1.6%1163
DEARBORN LIFE INSURANCE COMPANY
EIN 362598882
V
$9K0.6%1171

Broker overview

8 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
BOSWORTH & ASSOCIATES, INC.TYLER, TXDEARBORN LIFE INSURANCE COMPANY, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY, BLUECROSS BLUESHIELD OF TEXAS$42K$0$42K68.5%1
EVERGREEN BENEFITS GROUP—BLUECROSS BLUESHIELD OF TEXAS$5K$0$5K7.8%1
BROOKS AGENCY INCLINDALE, TXCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$1K$3K$4K6.4%1
KELSEY LEIGH BOSHARTTROUP, TXCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$2K$1K$3K5.6%1
MEREDITH PAIGE JONESHIDEAWAY, TXCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$2K$612$3K4.4%1
BENEFITS COUNTS LLCTROUP, TXCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$1K$1K$2K3.7%1
3B VENTURE GROUP INCMURPHY, TXCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$817$825$2K2.7%1
JESSICA QUINNLONGVIEW, TXCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$470$156$6261.0%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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