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Sponsor portfolioWelfare / HealthEIN 84-3461991

ELEVATE PFS HOLDINGS, INC.

25700 INTERSTATE 45 NORTH · SPRING, TX 77386
4406272567
Plans filed
1
Years active
2022–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$4.7M
No prior year
Persons covered
3,623
No prior year
Total participants
2,725
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$4.7M
ELEVATE PFS HOLDINGS, INC. WELFARE BENEFIT PLAN
Fully insured3,623 covered·7 carriers
Primary: RELIANCE STANDARD LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.9M16.2%
Prescription drug$1.9M16.2%
Other$1.6M14.0%
Life$1.6M13.5%
Short-term disability$1.6M13.5%
Long-term disability$1.6M13.5%
Dental$1.2M10.1%
Vision$355K3.0%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
RELIANCE STANDARD LIFE INSURANCE COMPANY
EIN 360883760
LSTDLTDOth
$1.6M33.5%112,715
PRIORITY HEALTH
EIN 382715520
HRx
$1.1M22.6%11131
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
DOth
$1.1M22.6%123,623
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$650K13.8%1196
VISION SERVICE PLAN
EIN 061227840
V
$180K3.8%112,035
UNIVERSITY HEALTH ALLIANCE
EIN 990263440
HRxDV
$175K3.7%1119

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VAMETROPOLITAN LIFE INSURANCE COMPANY, METLIFE LEGAL PLANS, RELIANCE STANDARD LIFE INSURANCE COMPANY$122K$10K$132K44.2%1
GIS BENEFITS INCMORRIS, ILMETROPOLITAN LIFE INSURANCE COMPANY, METLIFE LEGAL PLANS, RELIANCE STANDARD LIFE INSURANCE COMPANY$53K$20K$73K24.4%1
MICHELLE GATTISFRANKLIN, TNRELIANCE STANDARD LIFE INSURANCE COMPANY$47K$0$47K15.7%1
ANDREW SHEAFRANKLIN, TNRELIANCE STANDARD LIFE INSURANCE COMPANY$47K$0$47K15.7%1
PAYCHEX INSURANCE AGENCY, INC.ROCHESTER, NYKAISER FOUNDATION HEALTH PLAN, INC.$0$90$900.0%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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