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Sponsor portfolioWelfare / HealthEIN 76-0423828

CARRIAGE FUNERAL HOLDINGS, INC.

3040 POST OAK BOULEVARD, SUITE 300 · HOUSTON, TX 77056
7133328446
Plans filed
1
Years active
2015–2025
Industry
NAICS 81
Latest filing
2025
Total premiums (latest)
$1.3M
No prior year
Persons covered
3,000
No prior year
Total participants
3,009
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$1.3M
CARRIAGE SERVICES, INC. EMPLOYEE HEALTH AND WELFARE PLAN
Mixed3,000 covered·5 carriers
Primary: DELTA DENTAL INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$619K25.0%
Other$613K24.8%
Life$565K22.9%
Long-term disability$565K22.9%
Vision$110K4.5%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
DELTA DENTAL OF CALIFORNIA
EIN 942761537
D
$584K43.5%111,386
HARTFORD LIFE AND ACCIDENT
EIN 060838648
LLTDOth
$565K42.1%11939
EYEMED VISION CARE
EIN 430949877
V
$110K8.2%111,375
CHARLES NECHTEM ASSOCIATES, INC.
EIN 133242036
Oth
$48K3.6%113,000
ALPHA DENTAL PROGRAMS, INC.
EIN 742447512
D
$35K2.6%11181

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOCKTON COMPANIES, LLCDALLAS, TXHARTFORD LIFE AND ACCIDENT$6K$20K$26K81.9%1
GALLAGHER BENEFIT SERVICES, INC.CHICAGO, ILHARTFORD LIFE AND ACCIDENT$4K$2K$6K18.1%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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