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Sponsor portfolioWelfare / HealthEIN 76-0312675
CALDWELL WATSON REAL ESTATE GROUP, INC.
9955 BARKER CYPRESS RD SUITE 250 · CYPRESS, TX 77433
2816646664
- Plans filed
- 2
- Years active
- 2022–2025
- Industry
- NAICS 53
- Latest filing
- 2025
Total premiums (latest)
$1.9M
No prior year
Persons covered
525
No prior year
Total participants
406
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $1.7M | 50.3% | |
| Dental | $274K | 8.3% | |
| Vision | $274K | 8.3% | |
| Life | $274K | 8.3% | |
| Short-term disability | $274K | 8.3% | |
| Long-term disability | $274K | 8.3% | |
| Other | $274K | 8.3% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 361236610 | H | $1.7M | 85.9% | 1 | 1 | 242 |
EIN 420127290 | DVLSTDLTDOth | $274K | 14.1% | 1 | 1 | 283 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| HOTCHKISS INSURANCE AGENCY, LLC | CARROLLTON, TX | PRINCIPAL LIFE INSURANCE COMPANY, BLUECROSS BLUESHIELD OF TEXAS | $92K | $14K | $107K | 100.0% | 2 |
History & trajectory
4 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