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Sponsor portfolio

BEAL SERVICE CORPORATION

EIN 20-0201320-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
1
$58.7M assets
Welfare
1
$4.8M premiums
Participants
729
6000 LEGACY DR. - PLANO, TX 75024469-467-5000
Plans on this EIN
2 filings
#001401k-$58.7M - 452 part#501Fully Insured-$4.8M - 378 lives

Benefits portfolio analytics

1 plan / $4.8M premiums / 378 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$4.6M
  • Health$4.4M
  • Prescription drug$4.4M
  • Dental$243K
  • Vision$243K
  • Life$208K
  • +2 more
Total $4.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY5%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY4%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $4.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
66%top
  • FMLASOURCE INC66%
  • WILLIS TOWERS WATSON US LLC34%
Total $9K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

INTEGRATED 401 ( K ) PLAN

401k

Assets$58.7M
Participants452
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BEAL SERVICE CORPORATION INTEGRATED GROUP BENEFITS WRAP PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$4.8M
Covered lives378
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001INTEGRATED 401 ( K ) PLAN401k$58.7M4522025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BEAL SERVICE CORPORATION INTEGRATED GROUP BENEFITS WRAP PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$4.8M3782025
Retirement plans
Welfare plans
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