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Sponsor portfolioWelfare / HealthEIN 82-5321832

BANDON FITNESS, INC.

5473 BLAIR RD. STE 10PMB 59843 · DALLAS, TX 75231
5127724268
Plans filed
2
Years active
2021–2024
Industry
NAICS 81
Latest filing
2024
Total premiums (latest)
$395K
No prior year
Persons covered
213
No prior year
Total participants
184
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #502$1.2M
BANDON FITNESS, INC
Fully insured295 covered·3 carriers
Primary: UNITED HEALTHCARE INSURANCE COMPANY
Plan #501$395K
BANDON FITNESS, INC. HEALTH & WELFARE WRAP PLAN
Fully insured213 covered·3 carriers
Primary: AMERICA'S TPA, LLC DBA HEALTHEZ

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$229K31.5%
Life$166K22.8%
Dental$122K16.9%
Vision$122K16.9%
Short-term disability$43K6.0%
Other$43K6.0%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AMERICA'S TPA, LLC DBA HEALTHEZ
EIN 851296607
H
$229K58.0%11184
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
DVL
$122K31.0%11213
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
LSTDOth
$43K10.9%11110

Broker overview

8 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
AMERICA'S TPA, INC. DBA HEALTHEZBLOOMINGTON, MNAMERICA'S TPA, LLC DBA HEALTHEZ$151K$0$151K78.7%1
ARIZONA BENEFIT CONSULTANTS LLCPHOENIX, AZPRINCIPAL LIFE INSURANCE COMPANY$7K$3K$10K5.2%1
NATALIE MALHAMPHOENIX, AZCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$6K$2K$8K4.2%1
LAUREN ELIZABETH MILNERPHOENIX, AZCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$4K$4K$7K3.7%1
KELLY AND CALLOWAY INSURANCE GROUPGILBERT, AZCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$7K$0$7K3.4%1
THE BRELLA GROUPPHOENIX, AZPRINCIPAL LIFE INSURANCE COMPANY$6K$0$6K3.3%1
NOAH OROPEZALITCHFIELD PARK, AZCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$1K$903$2K1.3%1
PARAGON PARTNERS LTDSCOTTSDALE, AZPRINCIPAL LIFE INSURANCE COMPANY$289$63$3520.2%1

History & trajectory

4 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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