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Sponsor portfolio

TBS FACTORING SERVICE, LLC

EIN 20-0829816-financial services-Latest filing 2024
Plans
2
Retirement
1
$4.9M assets
Welfare
1
$102K premiums
Participants
418
P.O. BOX 18109 - OKLAHOMA CITY, OK 73154800-207-7661tbsfactoring.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$4.9M - 289 part#501Mixed-$102K - 129 lives

Benefits portfolio analytics

1 plan / $102K premiums / 129 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$79K
  • Life$76K
  • Short-term disability$76K
  • Long-term disability$76K
  • Vision$23K
Total $102K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY74%
  • VISION SERVICE PLAN23%
  • WORKERS ASSISTANCE PROGRAM, INC.3%
Total $102K3 slices

Broker market share

Schedule A broker compensation

Split broker
57%top
  • USI INSURANCE SERVICES LLC57%
  • BLEUCHIP SOLUTIONS LLC28%
  • DEXTER INSURANCE ASSOCIATES INC15%
Total $21K3 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

TBS FACTORING SERVICE, LLC 401(K) PLAN

401k

Assets$4.9M
Participants289
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TBS FACTORING SERVICES, LLC EMPLOYEE BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$102K
Covered lives129
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TBS FACTORING SERVICE, LLC 401(K) PLAN401k$4.9M2892024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TBS FACTORING SERVICES, LLC EMPLOYEE BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$102K1292024
Retirement plans
Welfare plans
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