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Sponsor portfolioWelfare / HealthEIN 76-0419951
PATRICK O'CONNOR & ASSOCIATES
2200 NORTH LOOP WEST, SUITE 200 · HOUSTON, TX 77018
7133754345
- Plans filed
- 2
- Years active
- 2015–2025
- Industry
- NAICS 51
- Latest filing
- 2025
Total premiums (latest)
$218K
No prior year
Persons covered
164
No prior year
Total participants
178
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 |
|---|---|---|---|
| Dental | $218K | 16.7% | |
| Vision | $218K | 16.7% | |
| Life | $218K | 16.7% | |
| Short-term disability | $218K | 16.7% | |
| Long-term disability | $218K | 16.7% | |
| Other | $218K | 16.7% |
Carrier overview
1 carrier · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 135123390 | DVLSTDLTDOth | $218K | 100.0% | 1 | 1 | 164 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC. | DALLAS, TX | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $25K | $5K | $30K | 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