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Sponsor portfolioWelfare / HealthEIN 87-0855596
ROOTS MANAGEMENT GROUP, LLC
16479 DALLAS PKWY · ADDISON, TX 75001
4803390000
- Plans filed
- 1
- Years active
- 2022–2025
- Industry
- NAICS 53
- Latest filing
- 2025
Total premiums (latest)
$1.6M
No prior year
Persons covered
602
No prior year
Total participants
630
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 | $886K | 46.4% | |
| Other | $306K | 16.0% | |
| Dental | $265K | 13.9% | |
| Vision | $265K | 13.9% | |
| Life | $81K | 4.2% | |
| Short-term disability | $60K | 3.1% | |
| Long-term disability | $47K | 2.4% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | H | $886K | 56.7% | 1 | 1 | 432 |
EIN 470322111 | LSTDLTDOth | $337K | 21.5% | 1 | 7 | 599 |
EIN 135581829 | DV | $265K | 17.0% | 1 | 1 | 602 |
EIN 362136262 | Oth | $76K | 4.9% | 1 | 1 | 141 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| BIG BENEFIT CORP | DALLAS, TX | UNITED OF OMAHA LIFE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY, COMBINED INSURANCE COMPANY | $283K | $0 | $283K | 71.1% | 1 |
| GIS BENEFITS INC | MORRIS, IL | UNITED OF OMAHA LIFE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY, COMBINED INSURANCE COMPANY | $27K | $31K | $58K | 14.6% | 1 |
| BRANDON PENKO | ROSHARON, TX | UNITED OF OMAHA LIFE INSURANCE COMPANY, COMBINED INSURANCE COMPANY | $49K | $0 | $49K | 12.3% | 1 |
| BOON CHAPMAN BENEFIT ADMINISTRATORS | AUSTIN, TX | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $8K | $8K | 2.0% | 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