PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. PLM, LLC

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
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
Plan #535$757K
PLM, LLC WELFARE BENEFIT PLAN
Fully insured114 covered·3 carriers
Primary: BLUECROSS BLUESHIELD OF TEXAS
Plan #501$554K
PLM, LLC EMPLOYEE WELFARE PLAN
Mixed119 covered·4 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$506K31.9%
Dental$486K30.6%
Vision$486K30.6%
Short-term disability$48K3.0%
Long-term disability$48K3.0%
Life$14K0.9%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 411289245
DVOth
$486K87.7%1193
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
STDLTDOth
$54K9.8%12119
DEARBORN LIFE INSURANCE COMPANY
EIN 362598882
LOth
$14K2.5%11116

Broker overview

7 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
AG INSURANCE AGENCIES INCFT WORTH, TXUNUM LIFE INSURANCE COMPANY OF AMERICA, DEARBORN LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY$54K$840$55K93.3%1
KAREN TYLER-DUNNFRISCO, TXCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$863$273$1K1.9%1
AG INS AGENCIES INCFT WORTH, TXCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$954$156$1K1.9%1
CENTERSTONE INSURANCE AND FINANCIALDALLAS, TXDEARBORN LIFE INSURANCE COMPANY$0$982$9821.7%1
AG INSURANCE SERVICESFT WORTH, TXUNITEDHEALTHCARE INSURANCE COMPANY$394$0$3940.7%1
CHRISTOPHER D TYLERFRISCO, TXCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$122$75$1970.3%1
AMARILIS ALTAGRACIA CSIKORTOSSAGINAW, TXCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$111$35$1460.2%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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica