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Sponsor portfolioWelfare / HealthEIN 76-0488832
MCCONNELL & JONES LLP
4828 LOOP CENTRAL · HOUSTON, TX 77081
7139681690
- Plans filed
- 1
- Years active
- 2023–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$184K
No prior year
Persons covered
144
No prior year
Total participants
144
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 |
|---|---|---|---|
| Other | $128K | 20.0% | |
| Vision | $114K | 17.8% | |
| Life | $114K | 17.8% | |
| Short-term disability | $114K | 17.8% | |
| Long-term disability | $114K | 17.8% | |
| Dental | $57K | 8.9% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362598882 | VLSTDLTDOth | $114K | 61.6% | 1 | 1 | 144 |
EIN 362739571 | D | $57K | 30.9% | 1 | 1 | 104 |
EIN 570144607 | Oth | $14K | 7.5% | 1 | 1 | 14 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC | HOUSTON, TX | DEARBORN LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY, COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $22K | $6K | $28K | 96.4% | 1 |
| ROGER LAPHAM | HOUSTON, TX | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $806 | $10 | $816 | 2.8% | 1 |
| NANCY LAPHAM | HOUSTON, TX | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $164 | $9 | $173 | 0.6% | 1 |
| MARYSOL N. CALVILLO | HOUSTON, TX | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $55 | $0 | $55 | 0.2% | 1 |
History & trajectory
3 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