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Sponsor portfolioWelfare / HealthEIN 76-0700342

ENVOY MORTGAGE, LTD

10496 KATY FREEWAY, SUITE 250 · HOUSTON, TX 77043
7134036659
Plans filed
1
Years active
2023–2024
Industry
NAICS 52
Latest filing
2024
Total premiums (latest)
$398K
No prior year
Persons covered
291
No prior year
Total participants
0
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$398K
ENVOY MORTGAGE, LTD HEALTH AND WELFARE PLAN
Mixed291 covered·7 carriers
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$205K17.4%
Life$205K17.3%
Short-term disability$196K16.5%
Long-term disability$196K16.5%
Dental$192K16.3%
Vision$189K16.0%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$196K49.2%11217
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
DV
$189K47.6%11291
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
LOth
$10K2.4%1115
SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION
EIN 952879515
D
$3K0.8%1310
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD
EIN 731016728
Oth
$2090.1%112

Broker overview

10 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
STEPHENS INSURANCE LLCLITTLE ROCK, ARSAFEGUARD HEALTH PLANS, INC., A TEXAS CORPORATION, METROPOLITAN LIFE INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY, SAFEGUARD HEALTH PLANS, INC. A CALIFORNIA CORPORATION, SAFEGUARD HEALTH PLANS, INC. A FLORIDA CORPORATION$15K$13K$29K45.3%1
GALLAGHER BENEFIT SERVICES, INC.DALLAS, TXSAFEGUARD HEALTH PLANS, INC., A TEXAS CORPORATION, METROPOLITAN LIFE INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY, SAFEGUARD HEALTH PLANS, INC. A CALIFORNIA CORPORATION, SAFEGUARD HEALTH PLANS, INC. A FLORIDA CORPORATION$20K$1K$21K34.0%1
FMLASOURCE INCCHICAGO, ILUNITED OF OMAHA LIFE INSURANCE COMPANY$0$12K$12K19.7%1
RONALD AUSTIN WIMBERLEYSANTA ROSA BEACH, FLCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$308$0$3080.5%1
JENNIFER LYNN WIMBERLEYEAST DUBLIN, GACOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$144$0$1440.2%1
SUZANNE M CALHOUNLAKE SAINT LOUIS, MOCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$61$0$610.1%1
JOEY GRUBBS BENEFITS LLCMONTICELLO, FLCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$30$0$300.0%1
MJ INSURANCEHOUSTON, TXCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$20$0$200.0%1
D'ARCIPRETE & ASSOCIATES INCMONTGOMERY, ALCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$9$0$90.0%1
DEBRA JEAN HUMPHREYHOUSTON, TXCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$8$0$80.0%1

History & trajectory

2 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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