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Sponsor portfolioWelfare / HealthEIN 76-0627804
MARTIN, DISIERE, JEFFERSON, & WISDOM, LLP
808 TRAVIS · HOUSTON, TX 77002
7136321700
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 81
- Latest filing
- 2025
Total premiums (latest)
$1.4M
No prior year
Persons covered
272
No prior year
Total participants
127
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 | $1.2M | 21.6% | |
| Dental | $1.2M | 21.6% | |
| Vision | $1.2M | 21.6% | |
| Prescription drug | $1.2M | 21.6% | |
| Life | $211K | 3.8% | |
| Short-term disability | $211K | 3.8% | |
| Other | $211K | 3.8% | |
| Long-term disability | $114K | 2.1% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | HRxDV | $1.2M | 85.0% | 1 | 1 | 272 |
EIN 350472300 | LSTDLTDOth | $114K | 8.1% | 1 | 1 | 119 |
EIN 590781901 | LSTDOth | $97K | 6.9% | 1 | 1 | 55 |
Broker overview
5 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| CROWN RISK MANAGEMENT, LLC | HOUSTON, TX | UNITEDHEALTHCARE INSURANCE COMPANY | $10K | $64K | $73K | 70.5% | 1 |
| GARZA ROGER JR | TOMBALL, TX | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $21K | $0 | $21K | 20.4% | 1 |
| JAY P CHILDS | HOUSTON, TX | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $9K | $0 | $9K | 8.4% | 1 |
| NICHOLAS C. TURANO | HOUSTON, TX | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $395 | $0 | $395 | 0.4% | 1 |
| JEFFREY K. JOHNSON | HOUSTON, TX | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $309 | $0 | $309 | 0.3% | 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