Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.9M
- Dental$3.9M
- Life$244K
- Short-term disability$65K
- Vision$46K
- Long-term disability$43K
- +1 more
Sponsor portfolio
FINLEY RESOURCES, INC.
EIN 75-2510032Latest filing 2025
Plans
2
Retirement
1
$22.5M assets
Welfare
1
$4.4M premiums
Participants
572
1308 LAKE STREET - FORT WORTH, TX 76102817-336-1924
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.4M premiums / 768 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- BLUE CROSS OF CALIFORNIA90%
- LIFE INSURANCE COMPANY OF NORTH AMERICA9%
- FIDELITY SECURITY LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
100%top
- HUB INTERNATIONAL MIDWEST LIMITED100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FINLEY RESOURCES INC 401(K) PLAN
401k
Assets$22.5M
Participants318
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
FINLEY RESOURCES, INC. HEALTH & WELFARE PLAN
Fully Insured - BLUECROSS BLUESHIELD OF TEXAS
Premiums$4.4M
Covered lives768
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FINLEY RESOURCES INC 401(K) PLAN | 401k | $22.5M | 318 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | FINLEY RESOURCES, INC. HEALTH & WELFARE PLAN | Fully Insured | BLUECROSS BLUESHIELD OF TEXAS | $4.4M | 768 | 2025 |
Retirement plans
Welfare plans