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Sponsor portfolioWelfare / HealthEIN 91-1718107
AVANTAX, INC.
3200 OLYMPUS BOULEVARD, SUITE 100 · DALLAS, TX 75019
9728706559
- Plans filed
- 3
- Years active
- 2015–2024
- Industry
- NAICS 54
- Latest filing
- 2024
Total premiums (latest)
$933K
No prior year
Persons covered
1,463
No prior year
Total participants
0
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #502$933K
AVANTAX, INC. HEALTH AND WELFARE BENEFITS PLAN
Mixed1,463 covered·2 carriers
Primary: BLUECROSS BLUESHIELD OF TEXAS
Plan #503$49K
BLUCORA GROUP LIFE/ADD, LTD AND STD PLAN
Fully insured45 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #504$0
BLUCORA SEVERANCE BENEFIT PLAN
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Dental | $526K | 20.5% | |
| Vision | $408K | 15.9% | |
| Life | $408K | 15.9% | |
| Short-term disability | $408K | 15.9% | |
| Long-term disability | $408K | 15.9% | |
| Other | $408K | 15.9% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 361236610 | D | $526K | 56.3% | 1 | 1 | 1,463 |
EIN 362598882 | VLSTDLTDOth | $408K | 43.7% | 1 | 1 | 706 |
History & trajectory
10 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