PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. ASSOCIATION HEALTH CARE MANAGEMENT, INC

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 76-0237229

ASSOCIATION HEALTH CARE MANAGEMENT, INC

11111 RICHMOND AVE · HOUSTON, TX 77082
7134145628
Plans filed
3
Years active
2023–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$1.5M
No prior year
Persons covered
227
No prior year
Total participants
131
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #505$1.5M
ASSOCIATION HEALTH CARE MANAGEMENT, INC. WRAP PLAN
Fully insured227 covered·4 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #503$0
AETNA LIFE INSURANCE CO.
Fully insured0 covered·1 carrier
Primary: AETNA LIFE INSURANCE CO.
Plan #504$0
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Mixed0 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.4M32.2%
Dental$1.4M32.2%
Vision$1.4M32.2%
Other$76K1.7%
Short-term disability$45K1.0%
Long-term disability$19K0.4%
Life$4K0.1%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HDV
$1.4M92.4%11227
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$93K6.1%16130
UNITED AMERICAN INSURANCE COMPANY
EIN 630782739
STDOth
$23K1.5%1152
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD
EIN 731016728
$00.0%110

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
THE BALDWIN GROUP WEST LLCHOUSTON, TXTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY$28K$49K$77K90.4%1
INSGROUP INCHOUSTON, TXGLOBE LIFE AND ACCIDENT INSURANCE COMPANY$4K$0$4K4.1%1
BENEUSA LLCWATERTOWN, MNTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$0$3K$3K3.5%1
BENNETT INS SOLUTIONS AND ASSOC LLCRICHMOND, TXTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$0$2K$2K2.0%1

History & trajectory

3 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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica