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Sponsor portfolioWelfare / HealthEIN 76-0294490
COATS ROSE, P.C.
9 GREENWAY PLAZA, SUITE 1000 · HOUSTON, TX 77046
7136535746
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$1.6M
No prior year
Persons covered
141
No prior year
Total participants
114
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 | $1.3M | 26.4% | |
| Dental | $1.3M | 26.4% | |
| Prescription drug | $1.3M | 26.4% | |
| Other | $239K | 4.7% | |
| Life | $219K | 4.3% | |
| Vision | $203K | 4.0% | |
| Short-term disability | $203K | 4.0% | |
| Long-term disability | $203K | 4.0% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | HRxD | $1.3M | 84.9% | 1 | 1 | 141 |
EIN 135123390 | VLSTDLTDOth | $203K | 12.8% | 1 | 1 | 114 |
EIN 010278678 | Oth | $19K | 1.2% | 1 | 1 | 127 |
EIN 060838648 | LOth | $17K | 1.0% | 1 | 1 | 15 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC. | BATON ROUGE, LA | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, UNUM LIFE INSURANCE COMPANY OF AMERICA, CIGNA HEALTH AND LIFE INSURANCE COMPANY, HARTFORD LIFE AND ACCIDENT | $44K | $96K | $140K | 100.0% | 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