PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ANGEL L. REYES & ASSOCIATES, PC
Sponsor portfolio

ANGEL L. REYES & ASSOCIATES, PC

EIN 90-0251234-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
1
$4.3M assets
Welfare
2
$793K premiums
Participants
363
8222 DOUGLAS AVENUE, SUITE 400 - DALLAS, TX 75225214-526-7900angelreyesandassociates.comLinkedIn11-50 employees
Plans on this EIN
3 filings
#001401k-$4.3M - 118 part#501Fully Insured-$688K - 106 lives#502Fully Insured-$105K - 149 lives

Benefits portfolio analytics

2 plans / $793K premiums / 255 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$688K
  • Dental$105K
  • Vision$105K
  • Life$105K
  • Short-term disability$105K
  • Long-term disability$105K
Total $793K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • PRINCIPAL LIFE INSURANCE COMPANY13%
Total $793K2 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • NEXT LEVEL INSURANCE AGENCY, LLC72%
  • DANNY JOSEPH OCONNELL28%
Total $59K2 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

ANGEL L. REYES & ASSOCIATES, PC 401(K) PLAN

401k

Assets$4.3M
Participants118
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ANGEL L. REYES & ASSOCIATES, PC HEALTH WELFARE PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$688K
Covered lives106
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

ANGEL L. REYES & ASSOCIATES, PC ANCILLARY WELFARE PLAN

Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$105K
Covered lives149
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ANGEL L. REYES & ASSOCIATES, PC 401(K) PLAN401k$4.3M1182025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ANGEL L. REYES & ASSOCIATES, PC HEALTH WELFARE PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$688K1062025
502ANGEL L. REYES & ASSOCIATES, PC ANCILLARY WELFARE PLANFully InsuredPRINCIPAL LIFE INSURANCE COMPANY$105K1492025
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