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Sponsor portfolioWelfare / HealthEIN 75-6012126
BOARD OF TRUSTEES - SOUTHWEST HEALTH BENEFITS FUND
8841 GULF FREEWAY, SUITE 304 · HOUSTON, TX 77017
7136439300
- Plans filed
- 1
- Years active
- 2015–2024
- Industry
- NAICS 23
- Latest filing
- 2024
Total premiums (latest)
$2.5M
No prior year
Persons covered
402
No prior year
Total participants
441
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 |
|---|---|---|---|
| Dental | $191K | 44.0% | |
| Vision | $191K | 44.0% | |
| Life | $23K | 5.2% | |
| Other | $23K | 5.2% | |
| Stop-loss | $7K | 1.5% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 361236610 | $2.2M | 91.1% | 1 | 1 | 402 | |
EIN 591031071 | DV | $191K | 7.8% | 1 | 1 | 319 |
EIN 131423090 | LSLOth | $29K | 1.2% | 1 | 2 | 402 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| THE SEGAL COMPANY | NEW YORK, NY | THE UNION LABOR LIFE INSURANCE COMPANY | $0 | $0 | $0 | 0.0% | 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