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Sponsor portfolio

DEER OAKS - A BEHAVIORAL HEALTH ORGANIZATION

EIN 74-2732391-Latest filing 2025
Plans
2
Retirement
1
$8.0M assets
Welfare
1
$1.0M premiums
Participants
840
126 EAST MAIN PLAZA, SUITE 8 - SAN ANTONIO, TX 78205210-569-8184
Plans on this EIN
2 filings
#001401k-$8.0M - 559 part#501Mixed-$1.0M - 215 lives

Benefits portfolio analytics

1 plan / $1.0M premiums / 215 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$732K
  • Short-term disability$139K
  • Long-term disability$139K
  • Other$126K
  • Life$43K
  • Vision$31K
Total $1.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • NATIONWIDE LIFE INSURANCE COMPANY71%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA26%
  • VISION SERVICE PLAN3%
Total $1.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
78%top
  • RSC INSURANCE BROKERAGE INC78%
  • SAGS JOINT VENTURE21%
  • JAMES R NELLIGAN & ASSOCIATES LLC1%
Total $48K3 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

DOMHA 401(K) PLAN

401k

Assets$8.0M
Participants559
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DEER OAKS - A BEHAVIORAL HEALTH ORGANIZATION EMPLOYEE BENEFITS PLAN

Mixed - NATIONWIDE LIFE INSURANCE COMPANY

Premiums$1.0M
Covered lives215
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DOMHA 401(K) PLAN401k$8.0M5592024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DEER OAKS - A BEHAVIORAL HEALTH ORGANIZATION EMPLOYEE BENEFITS PLANMixedNATIONWIDE LIFE INSURANCE COMPANY$1.0M2152025
Retirement plans
Welfare plans
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