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Sponsor portfolioWelfare / HealthEIN 81-0560289
SURGICAL NOTES MDP LP
3100 MONTICELLO AVENUE · DALLAS, TX 75205
2148213850
- Plans filed
- 1
- Years active
- 2022–2024
- Industry
- NAICS 54
- Latest filing
- 2024
Total premiums (latest)
$1.5M
No prior year
Persons covered
208
No prior year
Total participants
198
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 | 40.3% | |
| Prescription drug | $1.2M | 40.3% | |
| Life | $140K | 4.6% | |
| Long-term disability | $140K | 4.6% | |
| Other | $140K | 4.6% | |
| Dental | $88K | 2.9% | |
| Vision | $88K | 2.9% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | HRxLLTDOth | $1.4M | 92.6% | 1 | 3 | 208 |
EIN 860222062 | DV | $88K | 6.0% | 1 | 1 | 113 |
EIN 941340523 | HRx | $20K | 1.4% | 1 | 1 | 1 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| AON CONSULTING INC | CHICAGO, IL | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA, KAISER FOUNDATION HEALTH PLAN, INC., UNITEDHEALTHCARE INSURANCE COMPANY | $23K | $0 | $23K | 78.3% | 1 |
| LUMITY, INC. | SAN FRANCISCO, CA | UNITEDHEALTHCARE INSURANCE COMPANY, EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA, KAISER FOUNDATION HEALTH PLAN, INC. | $6K | $0 | $6K | 20.2% | 1 |
| AMWINS | SANTA ANA, CA | KAISER FOUNDATION HEALTH PLAN, INC. | $464 | $0 | $464 | 1.6% | 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