PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. SDB HOLDINGS, LLC

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 81-3106259

SDB HOLDINGS, LLC

3710 RAWLINS STREET · DALLAS, TX 75219
9794280900
Plans filed
1
Years active
2018–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$5.2M
No prior year
Persons covered
4,907
No prior year
Total participants
0
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$5.2M
SDB HOLDINGS, LLC EMPLOYEE BENEFITS PLAN
Mixed4,907 covered·5 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$4.3M73.8%
Other$690K11.8%
Short-term disability$424K7.2%
Life$256K4.4%
Long-term disability$106K1.8%
Vision$59K1.0%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
H
$4.3M83.5%113,044
COMBINED INSURANCE COMPANY OF AMERICA
EIN 362136262
LSTDOth
$568K10.9%123,241
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
LLTDOth
$228K4.4%134,907
VISION SERVICE PLAN
EIN 061227840
V
$59K1.1%111,497

Broker overview

9 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDCHICAGO, ILCOMBINED INSURANCE COMPANY, LIFE INSURANCE COMPANY OF NORTH AMERICA, COMBINED INSURANCE COMPANY OF AMERICA, VISION SERVICE PLAN, UNITEDHEALTHCARE INSURANCE COMPANY$274K$0$274K59.1%1
GCG FINANCIAL LLCBATON ROUGE, LACOMBINED INSURANCE COMPANY OF AMERICA$74K$0$74K15.9%1
CANDY HERRONBOSSIER CITY, LACOMBINED INSURANCE COMPANY, COMBINED INSURANCE COMPANY OF AMERICA$48K$0$48K10.5%1
AGM BENEFITSBATON ROUGE, LACOMBINED INSURANCE COMPANY$39K$0$39K8.5%1
BENEFITS ALL INSURANCE, LLCCINCINNATI, OHCOMBINED INSURANCE COMPANY OF AMERICA$19K$0$19K4.0%1
BENEFITS ALL IN LLCCINCINNATI, OHCOMBINED INSURANCE COMPANY$9K$0$9K1.9%1
BENEFIT COMMUNICATIONS INC—COMBINED INSURANCE COMPANY$148$0$1480.0%1
LISA A PERRI—COMBINED INSURANCE COMPANY$79$0$790.0%1
MATTHEW G BERGER—COMBINED INSURANCE COMPANY$66$0$660.0%1

History & trajectory

8 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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica