Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.8M
- Prescription drug$2.8M
- Other$409K
- Dental$290K
- Life$290K
- Short-term disability$290K
- +2 more
Sponsor portfolio
BSI FINANCIAL SERVICES, INC
EIN 04-3800293Latest filing 2025
Plans
5
Retirement
1
$7.9M assets
Welfare
4
$7.8M premiums
Participants
555
4200 REGENT BOULEVARD, SUITE B200 - IRVING, TX 75063972-347-4350
Benefits portfolio analytics
4 plans / $7.8M premiums / 1,404 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- BLUE CROSS OF CALIFORNIA87%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY9%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
Broker market share
Schedule A broker compensation
83%top
- ALLIANT INSURANCE SERVICES, INC.83%
- GIS BENEFITS INC9%
- GALLAGHER BENEFIT SERVICES, INC.5%
- MARK S METTILLE3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SERVIS ONE INC 401(K) PROFIT SHARING PLAN
401k
Assets$7.9M
Participants305
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BSI FINANCIAL SERVICES EMPLOYEE BENEFITS PLAN
Fully Insured - BLUE CROSS AND BLUE SHIELD OF TEXAS
Premiums$3.2M
Covered lives304
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
BSI FINANICAL SERVICES EMPLOYEE BENEFITS PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$2.2M
Covered lives419
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
BSI FINANCIAL SERVICES VISION PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$2.2M
Covered lives419
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
BSI FINANCIAL SERVICES ANCILLARY PLAN
Fully Insured - RENAISSANCE LIFE AND HEALTH INSURANCE COMPANY OF AMERICA
Premiums$183K
Covered lives262
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SERVIS ONE INC 401(K) PROFIT SHARING PLAN | 401k | $7.9M | 305 | 2024 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BSI FINANCIAL SERVICES EMPLOYEE BENEFITS PLAN | Fully Insured | BLUE CROSS AND BLUE SHIELD OF TEXAS | $3.2M | 304 | 2025 | |
| 502 | BSI FINANICAL SERVICES EMPLOYEE BENEFITS PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $2.2M | 419 | 2024 | |
| 503 | BSI FINANCIAL SERVICES VISION PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $2.2M | 419 | 2024 | |
| 505 | BSI FINANCIAL SERVICES ANCILLARY PLAN | Fully Insured | RENAISSANCE LIFE AND HEALTH INSURANCE COMPANY OF AMERICA | $183K | 262 | 2024 |
Retirement plans
Welfare plans