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Sponsor portfolioWelfare / HealthEIN 04-3800293
BSI FINANCIAL SERVICES, INC
d/b/a SERVIS ONE, INC.
4200 REGENT BOULEVARD · IRVING, TX 75063
9723474350
- Plans filed
- 5
- Years active
- 2015–2025
- Industry
- NAICS 56
- Latest filing
- 2025
Total premiums (latest)
$3.2M
No prior year
Persons covered
304
No prior year
Total participants
250
No prior year
Plans filed
5
No prior year
Plans under this sponsor
5 plans
Plan #501$3.2M
BSI FINANCIAL SERVICES EMPLOYEE BENEFITS PLAN
Fully insured304 covered·3 carriers
Primary: BLUE CROSS AND BLUE SHIELD OF TEXAS
Plan #502$2.2M
BSI FINANICAL SERVICES EMPLOYEE BENEFITS PLAN
Fully insured419 covered·1 carrier
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #503$2.2M
BSI FINANCIAL SERVICES VISION PLAN
Fully insured419 covered·1 carrier
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #505$183K
BSI FINANCIAL SERVICES ANCILLARY PLAN
Fully insured262 covered·1 carrier
Primary: RENAISSANCE LIFE AND HEALTH INSURANCE COMPANY OF AMERICA
Plan #504$61K
BSI FINANCIAL SERVICES LIFE AND DISABILITY PLAN
Fully insured374 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $2.8M | 38.4% | |
| Prescription drug | $2.8M | 38.4% | |
| Other | $409K | 5.6% | |
| Dental | $290K | 4.0% | |
| Life | $290K | 4.0% | |
| Short-term disability | $290K | 4.0% | |
| Long-term disability | $290K | 4.0% | |
| Vision | $119K | 1.6% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 361236610 | HRx | $2.8M | 87.2% | 1 | 1 | 304 |
EIN 350472300 | DLSTDLTDOth | $290K | 9.0% | 1 | 1 | 256 |
EIN 135123390 | VOth | $119K | 3.7% | 1 | 1 | 209 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC. | AUSTIN, TX | BLUE CROSS AND BLUE SHIELD OF TEXAS, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $153K | $11K | $164K | 82.9% | 1 |
| GIS BENEFITS INC | MORRIS, IL | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $18K | $18K | 9.1% | 1 |
| GALLAGHER BENEFIT SERVICES, INC. | DALLAS, TX | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $11K | $0 | $11K | 5.4% | 1 |
| MARK S METTILLE | SAINT PETERSBURG, FL | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $5K | $0 | $5K | 2.6% | 1 |
History & trajectory
11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan