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Sponsor portfolio

PRIMARY CARE SOLUTIONS, INC.

EIN 47-3727824-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$3.6M assets
Welfare
1
$572K premiums
Participants
332
10300 N. CENTRAL EXPRESSWAY, STE 130 - DALLAS, TX 75231469-634-1800primary-caresolutions.comLinkedIn51-200 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$3.6M - 196 part#535Fully Insured-$572K - 208 lives

Benefits portfolio analytics

1 plan / $572K premiums / 208 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Other$210K
  • Life$196K
  • Short-term disability$159K
  • Long-term disability$159K
  • Dental$86K
  • +1 more
Total $1.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • BLUE CROSS OF CALIFORNIA79%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA13%
  • DELTA DENTAL OF CALIFORNIA6%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
  • VISION SERVICE PLAN1%
Total $1.5M5 slices

Broker market share

Schedule A broker compensation

Split broker
45%top
  • A.G. INSURANCE AGENCIES, INC.45%
  • AG INSURANCE AGENCY & FINANCIAL SER31%
  • CENTERSTONE INSURANCE AND FINANCIAL14%
  • AGIA INCORPORATED10%
  • OPES ONE ADVISORS LLC0%
Total $86K5 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

PRIMARY CARE SOLUTIONS 401(K) PLAN

401k

Assets$3.6M
Participants196
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#535

PRIMARY CARE SOLUTIONS, INC. WELFARE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$572K
Covered lives208
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PRIMARY CARE SOLUTIONS 401(K) PLAN401k$3.6M1962024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
535PRIMARY CARE SOLUTIONS, INC. WELFARE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$572K2082025
Retirement plans
Welfare plans
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