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Sponsor portfolio

BROCK SOLUTIONS U.S. INC.

EIN 88-0487818-Latest filing 2025
Plans
2
Retirement
1
$15.0M assets
Welfare
1
$2.0M premiums
Participants
585
8080 TRISTAR DRIVE, SUITE 126 - IRVING, TX 75063972-373-2521
Plans on this EIN
2 filings
#001401k-$15.0M - 298 part#501Fully Insured-$2.0M - 673 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 673 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Prescription drug$1.8M
  • Dental$226K
  • Life$226K
  • Long-term disability$226K
  • Other$226K
Total $2.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • UNITEDHEALTHCARE INSURANCE COMPANY89%
  • METROPOLITAN LIFE INSURANCE COMPANY11%
Total $2.0M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $105K1 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

BROCK SOLUTIONS U.S. INC. 401(K) PROFIT SHARING PLAN

401k

Assets$15.0M
Participants298
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BROCK SOLUTIONS U.S., INC. HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.0M
Covered lives673
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BROCK SOLUTIONS U.S. INC. 401(K) PROFIT SHARING PLAN401k$15.0M2982024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BROCK SOLUTIONS U.S., INC. HEALTH AND WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.0M6732025
Retirement plans
Welfare plans
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