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Sponsor portfolio

PANEL SPECIALISTS, INC.

EIN 74-2567556-furniture-Latest filing 2025
Plans
2
Retirement
1
$6.9M assets
Welfare
1
$1.3M premiums
Participants
254
3115 RANGE ROAD - TEMPLE, TX 76504254-774-9800panelspec.comLinkedIn51-200 employeesfurniture
Plans on this EIN
2 filings
#001401k-$6.9M - 122 part#501Fully Insured-$1.3M - 178 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 178 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Prescription drug$1.1M
  • Other$204K
  • Dental$175K
  • Vision$175K
  • Life$175K
  • +2 more
Total $1.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • BLUE CROSS OF CALIFORNIA83%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY13%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
  • AMFIRST1%
Total $1.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
58%top
  • GALLAGHER BENEFIT SERVICES, INC.58%
  • BKCW LP40%
  • MORGAN WHITE LIMITED1%
  • THE COOK GROUP, INC.1%
  • IAN GOODMAN0%
Total $84K5 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

PANEL SPECIALISTS, INC. 401(K) PLAN

401k

Assets$6.9M
Participants122
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PANEL SPECIALISTS, INC. EMPLOYEE BENEFITS PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$1.3M
Covered lives178
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PANEL SPECIALISTS, INC. 401(K) PLAN401k$6.9M1222024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PANEL SPECIALISTS, INC. EMPLOYEE BENEFITS PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$1.3M1782025
Retirement plans
Welfare plans
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