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Sponsor portfolioWelfare / HealthEIN 76-0567959
WALLIS BANK
2929 WEST SAM HOUSTON PARKWAY · HOUSTON, TX 77043
7135809900
- Plans filed
- 1
- Years active
- 2020–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$1.7M
No prior year
Persons covered
253
No prior year
Total participants
223
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 |
|---|---|---|---|
| Health | $1.4M | 38.0% | |
| Prescription drug | $1.4M | 38.0% | |
| Life | $177K | 4.7% | |
| Short-term disability | $177K | 4.7% | |
| Long-term disability | $177K | 4.7% | |
| Other | $177K | 4.7% | |
| Dental | $94K | 2.5% | |
| Vision | $94K | 2.5% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 361236610 | HRx | $1.4M | 84.0% | 1 | 1 | 253 |
EIN 470322111 | LSTDLTDOth | $177K | 10.5% | 1 | 1 | 223 |
EIN 860222062 | DV | $94K | 5.6% | 1 | 1 | 146 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC | HOUSTON, TX | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA, UNITED OF OMAHA LIFE INSURANCE COMPANY, BLUECROSS BLUESHIELD OF TEXAS | $95K | $15K | $110K | 100.0% | 1 |
History & trajectory
6 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