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Sponsor portfolioWelfare / HealthEIN 85-0920580
OAK HAVEN MANAGEMENT
9707 ANDERSON MILL · AUSTIN, TX 78750
5129920757
- Plans filed
- 1
- Years active
- 2021–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$1.1M
No prior year
Persons covered
133
No prior year
Total participants
134
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 |
|---|---|---|---|
| Other | $1.1M | 58.5% | |
| Dental | $152K | 8.3% | |
| Vision | $152K | 8.3% | |
| Life | $152K | 8.3% | |
| Short-term disability | $152K | 8.3% | |
| Long-term disability | $152K | 8.3% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 341650967 | Oth | $920K | 85.8% | 1 | 1 | 12 |
EIN 860222062 | DVLSTDLTDOth | $152K | 14.2% | 1 | 1 | 133 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| CRANDALL & ASSOCIATES INC | — | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $19K | $4K | $23K | 68.5% | 1 |
| PROFESSIONAL GROUP PLANS INC | — | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $0 | $10K | $10K | 30.9% | 1 |
| TRIONFO | ITASCA, IL | METLIFE LEGAL PLANS, INC. | $0 | $182 | $182 | 0.5% | 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