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Sponsor portfolioWelfare / HealthEIN 76-0273052

STELLANTIS FINANCIAL SERVICES, INC.

5757 WOODWAY, SUITE 400 · HOUSTON, TX 77057
7139772600
Plans filed
2
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$13.8M
No prior year
Persons covered
2,040
No prior year
Total participants
1,330
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #502$13.8M
STELLANTIS FINANCIAL SERVICES, INC. HEALTH AND WELFARE BENEFITS PLANS
Fully insured2,040 covered·6 carriers
Primary: BLUECROSS BLUESHIELD OF TEXAS
Plan #501$0
FIRST INVESTORS FINANCIAL SERVICES, INC. FLEXIBLE BENEFITS PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$12.8M30.9%
Dental$12.8M30.9%
Prescription drug$12.8M30.9%
Other$884K2.1%
Life$659K1.6%
Short-term disability$659K1.6%
Long-term disability$659K1.6%
Vision$115K0.3%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 361236610
HRxD
$12.8M92.8%112,040
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$659K4.8%111,330
AFLAC
EIN 570514130
Oth
$176K1.3%11399
DEARBORN LIFE INSURANCE COMPANY
EIN 362598882
V
$115K0.8%11983
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD
EIN 731016728
Oth
$37K0.3%11244
ZURICH AMERICAN INSURANCE COMPANY
EIN 364233459
Oth
$12K0.1%111,330

Broker overview

12 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCHOUSTON, TXZURICH AMERICAN INSURANCE COMPANY, BLUECROSS BLUESHIELD OF TEXAS, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, DEARBORN LIFE INSURANCE COMPANY$563K$68K$631K94.6%1
BARDWELL BENEFITS LLCCANTON, GACONTINENTAL AMERICAN INSURANCE COMPANY$14K$0$14K2.1%1
LLOYD RICHARD BARDWELLCANTON, GACONTINENTAL AMERICAN INSURANCE COMPANY$7K$0$7K1.1%1
YVETTE MAYOWINTER PARK, FLPRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD$6K$0$6K0.9%1
AUSTIN J RICEWOODSTOCK, GACONTINENTAL AMERICAN INSURANCE COMPANY$5K$0$5K0.7%1
REUBEN WARNERSTATEN ISLAND, NYZURICH AMERICAN INSURANCE COMPANY$2K$598$2K0.4%1
STEVEN DAVID MONEYATLANTA, GACONTINENTAL AMERICAN INSURANCE COMPANY$873$0$8730.1%1
ELENI A NIKOLASMARIETTA, GACONTINENTAL AMERICAN INSURANCE COMPANY$470$0$4700.1%1
JOSEPH BAILEY DUCKETTCANTON, GACONTINENTAL AMERICAN INSURANCE COMPANY$139$0$1390.0%1
VICKY METHVENKERRVILLE, TXPRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD$73$0$730.0%1
RHONA S UNSELL INCBOULDER, COPRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD$42$0$420.0%1
JOHN R. MAYOWINTER PARTK, FLPRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD$20$0$200.0%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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