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Sponsor portfolioWelfare / HealthEIN 81-4282539

SOUTH OXFORD MANAGEMENT LLC

5151 BELT LINE RD STE 100 · DALLAS, TX 752541459
4694205678
Plans filed
7
Years active
2017–2025
Industry
NAICS 53
Latest filing
2025
Total premiums (latest)
$4.9M
No prior year
Persons covered
515
No prior year
Total participants
449
No prior year
Plans filed
7
No prior year

Plans under this sponsor

7 plans
Plan #507$4.9M
SOUTH OXFORD MANAGEMENT BENEFIT PLAN
Fully insured515 covered·5 carriers
Primary: HEALTH CARE SERVICE CORPORATION
Plan #501$2.1M
SOUTH OXFORD MANAGEMENT LLC MEDICAL BENEFIT PLAN
Fully insured339 covered·1 carrier
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Plan #502$2.1M
SOUTH OXFORD MANAGEMENT LLC DENTAL BENEFIT PLAN
Fully insured339 covered·1 carrier
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Plan #505$77K
SOUTH OXFORD MANAGEMENT LLC DISABILITY BENEFIT PLAN
Fully insured352 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #503$30K
SOUTH OXFORD MANAGEMENT LLC VISION BENEFIT PLAN
Fully insured195 covered·1 carrier
Primary: VISION SERVICE PLAN
Plan #504$20K
SOUTH OXFORD MANAGEMENT LLC LIFE AND ACCIDENTAL DEATH & DISMEMBERMENT BENEFIT PLAN
Fully insured352 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #506$0
SOUTH OXFORD MANAGEMENT LLC EMPLOYEE ASSISTANCE PLAN
Unknown0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$4.6M44.8%
Dental$4.6M44.8%
Other$342K3.3%
Life$272K2.7%
Short-term disability$225K2.2%
Long-term disability$225K2.2%
Vision$4K0.0%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 361236610
HD
$4.6M93.0%11515
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$330K6.7%15444
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD
EIN 731016728
Oth
$12K0.2%1147
DEARBORN LIFE INSURANCE COMPANY
EIN 322598882
V
$4K0.1%11366

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HIGGINBOTHAM INS AGENCY INCFORT WORTH, TXDEARBORN LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, UNUM INSURANCE COMPANY, HEALTH CARE SERVICE CORPORATION$123K$13K$136K100.0%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
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