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Sponsor portfolio

BAPTIST COMMUNITY SERVICES

EIN 75-2206268-non-profit organization management-Latest filing 2025
Plans
3
Retirement
2
$32.5M assets
Welfare
1
$1.3M premiums
Participants
1,380
701 PARK PLACE AVENUE - AMARILLO, TX 79101806-337-5292work4bcs.comLinkedIn501-1000 employeesnon-profit organization management
Plans on this EIN
3 filings
#003403b-$17.7M - 591 part#001MoneyPurchase-$14.7M - 451 part#501Fully Insured-$1.3M - 719 lives

Retirement portfolio analytics

2 plans aggregated / $32.5M assets / 1,042 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • COMMUNITY SERVICES 403(B) (#003)55%
  • 401(A) RETIREMENT PLAN (#001)45%
Total $32.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • BENEFIT PLANS ADMIN SERVICES, INC.100%
Total $32.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COMMUNITY SERVICES 403(B) (#003)591
  • 401(A) RETIREMENT PLAN (#001)451
Total 1,042Click row to drill in

Benefits portfolio analytics

1 plan / $1.3M premiums / 719 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$615K
  • Prescription drug$615K
  • Other$378K
  • Dental$223K
  • Life$191K
  • Short-term disability$105K
  • +2 more
Total $1.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • STEALTH PARTNER GROUP49%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY29%
  • AMERITAS LIFE INSURANCE CORP.22%
Total $1.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • UPSHAW INSURANCE AGENCY INC.99%
  • STEALTH PARTNER GROUP LLC1%
Total $171K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

BAPTIST COMMUNITY SERVICES 403(B) PLAN

403b

Assets$17.7M
Participants591
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BAPTIST COMMUNITY SERVICES 401(A) RETIREMENT PLAN

MoneyPurchase

Assets$14.7M
Participants451
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HEALTH BENEFIT PLAN FOR THE EMPLOYEES OF BAPTIST COMMUNITY SERVICES

Fully Insured - STEALTH PARTNER GROUP

Premiums$1.3M
Covered lives719
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003BAPTIST COMMUNITY SERVICES 403(B) PLAN403b$17.7M5912025
001BAPTIST COMMUNITY SERVICES 401(A) RETIREMENT PLANMoneyPurchase$14.7M4512025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HEALTH BENEFIT PLAN FOR THE EMPLOYEES OF BAPTIST COMMUNITY SERVICESFully InsuredSTEALTH PARTNER GROUP$1.3M7192025
Retirement plans
Welfare plans
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