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Sponsor portfolioWelfare / HealthEIN 76-0377072
JIM S. ADLER & ASSOCIATES
1900 WEST LOOP SOUTH, 20TH FLOOR · HOUSTON, TX 77027
7137774000
- Plans filed
- 1
- Years active
- 2015–2024
- Industry
- NAICS 54
- Latest filing
- 2024
Total premiums (latest)
$873K
No prior year
Persons covered
303
No prior year
Total participants
255
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 |
|---|---|---|---|
| Stop-loss | $454K | 47.1% | |
| Short-term disability | $202K | 20.9% | |
| Long-term disability | $124K | 12.8% | |
| Life | $93K | 9.6% | |
| Other | $93K | 9.6% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 133333610 | SL | $413K | 47.4% | 1 | 1 | 267 |
EIN 470322111 | LSTDLTDOth | $358K | 41.0% | 1 | 3 | 303 |
EIN 570514130 | LOth | $61K | 7.0% | 1 | 2 | 129 |
EIN 920617315 | SL | $41K | 4.7% | 1 | 1 | 267 |
Broker overview
12 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ADVANTAGE BENEFIT SOLUTIONS | HOUSTON, TX | UNITED OF OMAHA LIFE INSURANCE COMPANY | $45K | $10K | $55K | 66.5% | 1 |
| ASSUREDPARTNERS | BLUE BELL, PA | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $18K | $18K | 21.7% | 1 |
| GALLAGHER BENEFIT SERVICES, INC. | FORT WASHINGTON, PA | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $6K | $6K | 6.7% | 1 |
| PATRIOT GROWTH INSURANCE SERVICES | HOUSTON, TX | CONTINENTAL AMERICAN INSURANCE COMPANY, AFLAC | $2K | $0 | $2K | 2.1% | 1 |
| CHRISTOPHER T KELLY | HOUSTON, TX | CONTINENTAL AMERICAN INSURANCE COMPANY, AFLAC | $1K | $0 | $1K | 1.3% | 1 |
| ANNA J KELLY | HOUSTON, TX | CONTINENTAL AMERICAN INSURANCE COMPANY | $696 | $0 | $696 | 0.8% | 1 |
| JEFFREY M SATTERLEE | ALBUQUERQUE, NM | CONTINENTAL AMERICAN INSURANCE COMPANY | $499 | $0 | $499 | 0.6% | 1 |
| RUTHERFORD FINANCIAL SERVICES INC. | HOUSTON, TX | CONTINENTAL AMERICAN INSURANCE COMPANY | $111 | $0 | $111 | 0.1% | 1 |
| JOHN J NOBLE | HOUSTON, TX | CONTINENTAL AMERICAN INSURANCE COMPANY | $74 | $0 | $74 | 0.1% | 1 |
| ZANE ALLMAN | CONROE, TX | CONTINENTAL AMERICAN INSURANCE COMPANY, AFLAC | $37 | $0 | $37 | 0.0% | 1 |
| ALLISON M PALACIOS | CYPRESS, TX | CONTINENTAL AMERICAN INSURANCE COMPANY, AFLAC | $35 | $0 | $35 | 0.0% | 1 |
| ANA J KELLY | HOUSTON, TX | AFLAC | $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