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Sponsor portfolioWelfare / HealthEIN 81-4001515
SMI TRS OPCP LLC
17330 PRESTON ROAD · DALLAS, TX 75252
9727891400
- Plans filed
- 1
- Years active
- 2024–2025
- Industry
- NAICS 71
- Latest filing
- 2025
Total premiums (latest)
$774K
No prior year
Persons covered
818
No prior year
Total participants
765
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 |
|---|---|---|---|
| Dental | $227K | 26.7% | |
| Life | $174K | 20.5% | |
| Other | $174K | 20.5% | |
| Long-term disability | $125K | 14.7% | |
| Short-term disability | $102K | 12.0% | |
| Vision | $48K | 5.7% |
Carrier overview
1 carrier · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 930242990 | DVLSTDLTDOth | $774K | 100.0% | 1 | 6 | 818 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| CENTERSTONE INSURANCE AND FINANCIAL | WOODLAND HILLS, CA | STANDARD INSURANCE COMPANY | $123K | $0 | $123K | 48.0% | 1 |
| ROBERT DAVIDSON | PLANO, TX | STANDARD INSURANCE COMPANY | $80K | $20K | $100K | 39.1% | 1 |
| ROBERT G. RELPH AGENCY, INC. | PLANO, TX | STANDARD INSURANCE COMPANY | $26K | $0 | $26K | 10.3% | 1 |
| NEW BENEFITS | DALLAS, TX | STANDARD INSURANCE COMPANY | $0 | $7K | $7K | 2.5% | 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