PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ALLIED OMS
Sponsor portfolio

ALLIED OMS

EIN 87-3119431-medical practice-Latest filing 2025
Plans
2
Retirement
1
$6.7M assets
Welfare
1
$3.4M premiums
Participants
680
1460 MAIN STREET, SUITE 202 - SOUTHLAKE, TX 76092817-646-0089alliedoms.comLinkedIn501-1000 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$6.7M - 458 part#501Fully Insured-$3.4M - 281 lives

Benefits portfolio analytics

1 plan / $3.4M premiums / 281 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.0M
  • Health$2.8M
  • Dental$578K
  • Vision$578K
  • Life$578K
  • Short-term disability$578K
  • +1 more
Total $3.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY71%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA17%
  • KAISER FOUNDATION HEALTH PLAN INC12%
Total $3.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • LOCKTON COMPANIES, LLC92%
  • MARK S METTILLE7%
  • GIS NATIONAL1%
Total $269K3 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

ALLIED OMS 401(K) PLAN

401k

Assets$6.7M
Participants458
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ALLIED OMS HEALTH & WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$3.4M
Covered lives281
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ALLIED OMS 401(K) PLAN401k$6.7M4582024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ALLIED OMS HEALTH & WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$3.4M2812025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica