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Sponsor portfolio

ARK-LA-TEX FINANCIAL SERVICES, LLC DBA BENCHMARK MORTGAGE

EIN 75-2838184-banking-Latest filing 2025
Plans
2
Retirement
1
$60.7M assets
Welfare
1
$953K premiums
Participants
1,529
5160 TENNYSON PARKWAY, SUITE 1000 - PLANO, TX 75024972-398-7676LinkedIn501-1000 employeesbanking
Plans on this EIN
2 filings
#001401k-$60.7M - 919 part#692Mixed-$953K - 673 lives

Benefits portfolio analytics

1 plan / $953K premiums / 673 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$615K
  • Life$529K
  • Short-term disability$529K
  • Long-term disability$529K
  • Dental$338K
  • Vision$338K
Total $953K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • SYMETRA LIFE INSURANCE COMPANY63%
  • RENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICA35%
  • ESI EMPLOYEE ASSISTANCE GROUP2%
Total $953K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $144K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ARK-LA-TEX FINANCIAL SERVICES, LLC 401(K) PLAN

401k

Assets$60.7M
Participants919
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#692

ARK-LA-TEX FINANCIAL SERVICES, LLC

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$953K
Covered lives673
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ARK-LA-TEX FINANCIAL SERVICES, LLC 401(K) PLAN401k$60.7M9192024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
692ARK-LA-TEX FINANCIAL SERVICES, LLCMixedSYMETRA LIFE INSURANCE COMPANY$953K6732025
Retirement plans
Welfare plans
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