PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. SANA HEALTHCARE DBA CARROLLTON REGIONAL MEDICAL CENTER

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 84-3683956

SANA HEALTHCARE DBA CARROLLTON REGIONAL MEDICAL CENTER

4343 NORTH JOSEY LANE · CARROLLTON, TX 75010
9723942255
Plans filed
6
Years active
2021–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$608K
No prior year
Persons covered
406
No prior year
Total participants
389
No prior year
Plans filed
6
No prior year

Plans under this sponsor

6 plans
Plan #501$608K
SANA HEALTHCARE DBA CARROLLTON REGIONAL MEDICAL CENTER HEALTH AND WELFARE PLAN
Mixed406 covered·3 carriers
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #502$0
SANA HEALTHCARE DBA CARROLLTON REGIONAL MEDICAL CENTER VOLUNTARY LIFE PLAN
Fully insured334 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #503$0
SANA HEALTHCARE DBA CARROLLTON REGIONAL MEDICAL CENTER STD PLAN
Fully insured129 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #504$0
SANA HEALTHCARE DBA CARROLLTON REGIONAL MEDICAL CENTER LTD PLAN
Fully insured343 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #505$0
SANA HEALTHCARE DBA CARROLLTON REGIONAL MEDICAL CENTER DENTAL PLAN
Fully insured129 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #506$0
SANA HEALTHCARE DBA CARROLLTON REGIONAL MEDICAL CENTER LIFE PLAN
Fully insured343 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$372K20.3%
Life$330K18.0%
Short-term disability$330K18.0%
Long-term disability$330K18.0%
Dental$236K12.9%
Vision$236K12.9%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 042381280
LSTDLTDOth
$372K61.2%12406
STARMOUNT LIFE INSURANCE COMPANY
EIN 720977315
DV
$236K38.8%11276

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDBRENTWOOD, TNUNUM INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, STARMOUNT LIFE INSURANCE COMPANY$25K$10K$35K43.7%1
LOCKTON COMPANIES, LLCCHICAGO, ILUNUM INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, STARMOUNT LIFE INSURANCE COMPANY$27K$10$27K33.5%1
DENNIS E TRAYWICKPROSPECT, TNUNUM INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, STARMOUNT LIFE INSURANCE COMPANY$9K$10K$18K22.8%1

History & trajectory

5 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