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Sponsor portfolioWelfare / HealthEIN 84-4468243
TERZO ENTERPRISES INCORPORATED
8528 DAVIS BLVD UNIT 134-131 · NORTH RICHLAND HILLS, TX 761828367
9402556788
- Plans filed
- 1
- Years active
- 2022–2024
- Industry
- NAICS 49
- Latest filing
- 2024
Total premiums (latest)
$1.2M
No prior year
Persons covered
482
No prior year
Total participants
451
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $1.1M | 64.1% | |
| Dental | $151K | 9.0% | |
| Vision | $151K | 9.0% | |
| Life | $151K | 9.0% | |
| Other | $151K | 9.0% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 361236610 | H | $1.1M | 87.7% | 1 | 1 | 127 |
EIN 420127290 | DVLOth | $151K | 12.3% | 1 | 1 | 482 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| WILLIAM A GRAHAM COMPANY | — | BLUECROSS BLUESHIELD OF TEXAS, PRINCIPAL LIFE INSURANCE COMPANY | $39K | $0 | $39K | 60.2% | 1 |
| THE BALDWIN GROUP WEST LLC | — | BLUECROSS BLUESHIELD OF TEXAS, PRINCIPAL LIFE INSURANCE COMPANY | $17K | $0 | $17K | 25.7% | 1 |
| ROBERT FABRIZIO | TAMPA, FL | PRINCIPAL LIFE INSURANCE COMPANY | $6K | $0 | $6K | 9.1% | 1 |
| EXCALIBUFR FINANCIAL GROUP | TAMPA, FL | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $3K | $3K | 5.0% | 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