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Sponsor portfolioWelfare / HealthEIN 81-4045088
GRAY REED & MCGRAW LLP
1300 POST OAK BOULEVARD · HOUSTON, TX 77056
7139867000
- Plans filed
- 1
- Years active
- 2017–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$625K
No prior year
Persons covered
530
No prior year
Total participants
288
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 |
|---|---|---|---|
| Other | $583K | 28.5% | |
| Life | $474K | 23.2% | |
| Short-term disability | $474K | 23.2% | |
| Long-term disability | $474K | 23.2% | |
| Vision | $42K | 2.1% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 350472300 | LSTDLTDOth | $474K | 75.9% | 1 | 1 | 288 |
EIN 410451140 | Oth | $109K | 17.4% | 1 | 1 | 530 |
EIN 381082080 | V | $42K | 6.8% | 1 | 1 | 217 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC | HOUSTON, TX | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, RELIASTAR LIFE INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA | $102K | $3K | $105K | 71.9% | 1 |
| ASSUREDPARTNERS | ELMWOOD PARK, NJ | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA | $0 | $41K | $41K | 28.1% | 1 |
History & trajectory
9 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