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Sponsor portfolioWelfare / HealthEIN 87-3816579

CLEARWELL DYNAMICS LLC

1250 NE LOOP 410, SUITE 1000 · SAN ANTONIO, TX 78209
2108702215
Plans filed
1
Years active
2023–2025
Industry
NAICS 22
Latest filing
2025
Total premiums (latest)
$8.3M
No prior year
Persons covered
1,165
No prior year
Total participants
537
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$8.3M
CLEARWELL DYNAMICS LLC HEALTH AND WELFARE BENEFIT PLAN
Fully insured1,165 covered·3 carriers
Primary: HEALTH CARE SERVICE CORPORATION

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$7.2M39.5%
Dental$7.2M39.5%
Life$947K5.2%
Short-term disability$947K5.2%
Long-term disability$947K5.2%
Other$947K5.2%
Vision$75K0.4%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 361236610
HD
$7.2M87.6%111,165
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
LSTDLTDOth
$947K11.5%11535
VISION SERVICE PLAN
EIN 061227840
V
$75K0.9%11477

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MCANALLY WILKINS INCODESSA, TXTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, HEALTH CARE SERVICE CORPORATION, VISION SERVICE PLAN$417K$23K$440K89.3%1
JENNON CARUTHCHANHASSEN, MNTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$53K$0$53K10.7%1
EMPLOYEE NAVIGATOR, LLCBETHESDA, MDVISION SERVICE PLAN$316$0$3160.1%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
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