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Sponsor portfolioWelfare / HealthEIN 93-3290308
DOVETAIL PARTNERS, LLC
4407 BEE CAVES RD · AUSTIN, TX 78746
3185738702
- Plans filed
- 1
- Years active
- 2024–2024
- Industry
- NAICS 72
- Latest filing
- 2024
Total premiums (latest)
$1.2M
No prior year
Persons covered
209
No prior year
Total participants
107
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 |
|---|---|---|---|
| Other | $1.1M | 17.0% | |
| Health | $1.1M | 16.6% | |
| Dental | $1.1M | 16.6% | |
| Vision | $1.1M | 16.6% | |
| Life | $1.1M | 16.6% | |
| Prescription drug | $1.1M | 16.6% | |
| Short-term disability | $15K | 0.2% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | HRxDVLOth | $1.1M | 96.2% | 1 | 1 | 209 |
EIN 570514130 | Oth | $29K | 2.5% | 1 | 1 | 107 |
EIN 470322111 | STD | $15K | 1.3% | 1 | 1 | 45 |
Broker overview
8 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC | VIRGINIA BEACH, VA | UNITED OF OMAHA LIFE INSURANCE COMPANY, CONTINENTAL AMERICAN INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY | $33K | $2K | $35K | 57.5% | 1 |
| LOCKTON COMPANIES, LLC | DALLAS, TX | UNITEDHEALTHCARE INSURANCE COMPANY | $18K | $0 | $18K | 30.2% | 1 |
| MICHAEL LEROY COY | COLORADO SPRINGS, CO | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | $0 | $3K | 4.6% | 1 |
| CHRISTOPHER JOSEPH MELLODY | AUSTIN, TX | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | $0 | $1K | 2.3% | 1 |
| ANGELA K. KARR AND OTHER AGENTS | TULSA, OK | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | $0 | $1K | 2.0% | 1 |
| TONYA LYNNE WYNES | GEORGETOWN, TX | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | $0 | $1K | 1.7% | 1 |
| JOSHUA L CLINE | FLORENCE, MS | CONTINENTAL AMERICAN INSURANCE COMPANY | $515 | $0 | $515 | 0.8% | 1 |
| PROCTOR HAGERMAN | FORT SMITH, AR | CONTINENTAL AMERICAN INSURANCE COMPANY | $503 | $0 | $503 | 0.8% | 1 |
Policy details
Latest year, by plan