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Sponsor portfolioWelfare / HealthEIN 33-1642874

IRON OAK MANAGEMENT LLC

6100 WESTERN PLACE, SUITE 800 · FORT WORTH, TX 76107
8175299458
Plans filed
1
Years active
2025–2025
Industry
NAICS 21
Latest filing
2025
Total premiums (latest)
$7.5M
No prior year
Persons covered
1,519
No prior year
Total participants
722
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$7.5M
IRON OAK MANAGEMENT LLC HEALTH AND WELFARE PLAN
Fully insured1,519 covered·2 carriers
Primary: BLUECROSS BLUESHIELD OF TEXAS

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$6.5M33.4%
Prescription drug$6.5M33.4%
Dental$1.1M5.5%
Vision$1.1M5.5%
Life$1.1M5.5%
Short-term disability$1.1M5.5%
Long-term disability$1.1M5.5%
Other$1.1M5.5%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 361236610
HRx
$6.5M85.8%111,519
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLSTDLTDOth
$1.1M14.2%11722

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOCKTON COMPANIES, LLCUNKNOWN, TXBLUECROSS BLUESHIELD OF TEXAS, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$298K$8K$306K77.9%1
MARSH & MCLENNAN AGENCY LLCUNKNOWN, TXBLUECROSS BLUESHIELD OF TEXAS, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$87K$0$87K22.1%1

Policy details

Latest year, by plan
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