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Sponsor portfolioWelfare / HealthEIN 86-3352129
SUNBELT WATERPROOFING HOLDINGS, LLC
7318 FERGUSON RD. · DALLAS, TX 75228
9726816222
- Plans filed
- 2
- Years active
- 2022–2025
- Industry
- NAICS 23
- Latest filing
- 2025
Total premiums (latest)
$1.0M
No prior year
Persons covered
287
No prior year
Total participants
280
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $880K | 67.0% | |
| Other | $145K | 11.0% | |
| Life | $94K | 7.1% | |
| Dental | $72K | 5.5% | |
| Vision | $72K | 5.5% | |
| Short-term disability | $51K | 3.9% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 361236610 | H | $880K | 85.9% | 1 | 1 | 119 |
EIN 470322111 | DVLOth | $72K | 7.1% | 1 | 1 | 98 |
EIN 570144607 | STDOth | $51K | 5.0% | 1 | 1 | 82 |
EIN 362598882 | LOth | $21K | 2.1% | 1 | 1 | 287 |
Broker overview
21 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | HOUSTON, TX | UNITED OF OMAHA LIFE INSURANCE COMPANY, DEARBORN LIFE INSURANCE COMPANY, BLUECROSS BLUESHIELD OF TEXAS, COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $65K | $4K | $69K | 86.9% | 1 |
| MICHELE E MARTIN | PLANO, TX | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $535 | $2K | 2.4% | 1 |
| MS HEALTH ECONOMIC CONSULTANTS LLC | MIAMI, FL | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $57 | $2K | 2.1% | 1 |
| DEACON CHARLES KAVANAUGH | THE COLONY, TX | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $275 | $2K | 1.9% | 1 |
| MPART BENEFITS INC | PROSPER, TX | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $559 | $728 | $1K | 1.6% | 1 |
| ASSUREDPARTNERS | BLUE BELL, PA | DEARBORN LIFE INSURANCE COMPANY, COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $479 | $663 | $1K | 1.4% | 1 |
| NATIONAL ENROLLMENT PARTNERS LLC | CRANSTON, RI | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $347 | $307 | $654 | 0.8% | 1 |
| MARC MAURICIO MORROW | SPRING, TX | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $438 | $49 | $487 | 0.6% | 1 |
| ROGERS BENEFIT GROUP INC | PHOENIX, AZ | DEARBORN LIFE INSURANCE COMPANY | $0 | $410 | $410 | 0.5% | 1 |
| WILLIAM LEROY VINCENT | MANSFIELD, TX | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $291 | $58 | $349 | 0.4% | 1 |
| JESSICA CHRISTINE LEARD | HOUSTON, TX | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $278 | $0 | $278 | 0.4% | 1 |
| WORLD INSURANCE ASSOCIATES LLC | WATERTOWN, MN | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $207 | $46 | $253 | 0.3% | 1 |
| KAREN KREUTZER | LANTANA, TX | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $203 | $0 | $203 | 0.3% | 1 |
| MARC A GROVE | ROGERS, MN | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $42 | $123 | $165 | 0.2% | 1 |
| AZUCENA CARMEN UCTUM | WINTER SPRINGS, FL | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $50 | $0 | $50 | 0.1% | 1 |
| STEPHANIE ANN VINCENT | MANSFIELD, TX | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $36 | $0 | $36 | 0.0% | 1 |
| VIRGINIA LEDER-CLARK | HIGHLAND VILLAGE, TX | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $14 | $13 | $27 | 0.0% | 1 |
| MICHELE RHEIN | LANSDALE, PA | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $17 | $0 | $17 | 0.0% | 1 |
| KAREN PICCININI | BELLE ISLE, FL | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $7 | $1 | $8 | 0.0% | 1 |
| SOTERIA PARTNERS LLC | WEST ORANGE, NJ | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2 | $3 | $5 | 0.0% | 1 |
| SUSAN FONTANA FLYNN | KNOXVILLE, TN | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $5 | $0 | $5 | 0.0% | 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