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Sponsor portfolioWelfare / HealthEIN 92-3311041

BLUE CARDINAL HOME SERVICES GROUP

5420 LYNDON B JOHNSON FWY · DALLAS, TX 75240
8882812632
Plans filed
2
Years active
2024–2025
Industry
NAICS 23
Latest filing
2025
Total premiums (latest)
$2.4M
No prior year
Persons covered
327
No prior year
Total participants
339
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$2.4M
BLUE CARDINAL HOME SERVICES GROUP HEALTH AND WELFARE BENEFIT PLAN
Fully insured327 covered·3 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #502$25K
BLUE CARDINAL HOME SERVICES GROUP LIFE BENEFIT PLAN
Fully insured258 covered·1 carrier
Primary: DEARBORN LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.1M51.5%
Other$329K8.1%
Dental$327K8.1%
Vision$327K8.1%
Life$327K8.1%
Short-term disability$327K8.1%
Long-term disability$327K8.1%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
H
$2.1M86.4%11219
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLSTDLTDOth
$327K13.6%11327
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD
EIN 731016728
Oth
$1K0.1%1155

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCMINNEAPOLIS, MNGUARDIAN LIFE INSURANCE COMPANY OF AMERICA, UNITEDHEALTHCARE INSURANCE COMPANY$41K$100K$141K89.6%1
MARK S METTILLESAINT PETERSBURG, FLGUARDIAN LIFE INSURANCE COMPANY OF AMERICA$16K$0$16K10.4%1

History & trajectory

2 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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