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Sponsor portfolioWelfare / HealthEIN 81-3440867
OPERIO GROUP, LLC
6601 WILL ROGERS BLVD · FORT WORTH, TX 76140
6823120034
- Plans filed
- 1
- Years active
- 2024–2025
- Industry
- NAICS 81
- Latest filing
- 2025
Total premiums (latest)
$1.7M
No prior year
Persons covered
233
No prior year
Total participants
181
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 | 81.8% | |
| Other | $79K | 4.6% | |
| Dental | $74K | 4.3% | |
| Life | $66K | 3.9% | |
| Short-term disability | $50K | 2.9% | |
| Long-term disability | $31K | 1.8% | |
| Vision | $13K | 0.8% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 066033492 | H | $1.4M | 85.1% | 1 | 1 | 233 |
EIN 350472300 | VLSTDLTDOth | $173K | 10.5% | 1 | 7 | 182 |
EIN 942761537 | D | $74K | 4.5% | 1 | 1 | 189 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| GIS BENEFITS INC | MORRIS, IL | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $9K | $9K | 46.5% | 1 |
| USI INSURANCE SERVICES LLC | VIRGINIA BEACH, VA | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, DELTA DENTAL INSURANCE COMPANY | $6K | $0 | $6K | 33.2% | 1 |
| DIGITAL INSURANCE LLC | ATLANTA, GA | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, DELTA DENTAL INSURANCE COMPANY | $4K | $0 | $4K | 20.3% | 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