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Sponsor portfolioWelfare / HealthEIN 82-4002107
PLM, LLC
5049 EDWARDS RANCH RD #400 · FORT WORTH, TX 76109
8177173835
- Plans filed
- 2
- Years active
- 2018–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$554K
No prior year
Persons covered
119
No prior year
Total participants
120
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $506K | 31.9% | |
| Dental | $486K | 30.6% | |
| Vision | $486K | 30.6% | |
| Short-term disability | $48K | 3.0% | |
| Long-term disability | $48K | 3.0% | |
| Life | $14K | 0.9% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 411289245 | DVOth | $486K | 87.7% | 1 | 1 | 93 |
EIN 570144607 | STDLTDOth | $54K | 9.8% | 1 | 2 | 119 |
EIN 362598882 | LOth | $14K | 2.5% | 1 | 1 | 116 |
Broker overview
7 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| AG INSURANCE AGENCIES INC | FT WORTH, TX | UNUM LIFE INSURANCE COMPANY OF AMERICA, DEARBORN LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY | $54K | $840 | $55K | 93.3% | 1 |
| KAREN TYLER-DUNN | FRISCO, TX | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $863 | $273 | $1K | 1.9% | 1 |
| AG INS AGENCIES INC | FT WORTH, TX | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $954 | $156 | $1K | 1.9% | 1 |
| CENTERSTONE INSURANCE AND FINANCIAL | DALLAS, TX | DEARBORN LIFE INSURANCE COMPANY | $0 | $982 | $982 | 1.7% | 1 |
| AG INSURANCE SERVICES | FT WORTH, TX | UNITEDHEALTHCARE INSURANCE COMPANY | $394 | $0 | $394 | 0.7% | 1 |
| CHRISTOPHER D TYLER | FRISCO, TX | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $122 | $75 | $197 | 0.3% | 1 |
| AMARILIS ALTAGRACIA CSIKORTOS | SAGINAW, TX | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $111 | $35 | $146 | 0.2% | 1 |
History & trajectory
3 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