PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. PANEL SPECIALISTS, INC.

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 74-2567556

PANEL SPECIALISTS, INC.

3115 RANGE ROAD · TEMPLE, TX 76504
2547749800
Plans filed
1
Years active
2016–2025
Industry
NAICS 33
Latest filing
2025
Total premiums (latest)
$1.3M
No prior year
Persons covered
178
No prior year
Total participants
132
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.3M
PANEL SPECIALISTS, INC. EMPLOYEE BENEFITS PLAN
Fully insured178 covered·4 carriers
Primary: BLUECROSS BLUESHIELD OF TEXAS

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.1M33.6%
Prescription drug$1.1M33.6%
Other$204K6.2%
Dental$175K5.3%
Vision$175K5.3%
Life$175K5.3%
Short-term disability$175K5.3%
Long-term disability$175K5.3%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 361236610
HRx
$1.1M83.4%11178
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
DVLSTDLTDOth
$175K13.4%11132
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
Oth
$29K2.2%1165
AMFIRST
EIN 640902785
HRx
$13K1.0%11132

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GALLAGHER BENEFIT SERVICES, INC.DALLAS, TXGUARDIAN LIFE INSURANCE COMPANY OF AMERICA, UNITED OF OMAHA LIFE INSURANCE COMPANY, BLUECROSS BLUESHIELD OF TEXAS$43K$6K$49K58.4%1
BKCW LPKILLEEN, TXUNITED OF OMAHA LIFE INSURANCE COMPANY, BLUECROSS BLUESHIELD OF TEXAS, AMFIRST$33K$0$33K39.7%1
MORGAN WHITE LIMITEDJACKSON, MSAMFIRST$643$0$6430.8%1
THE COOK GROUP, INC.MCKINNEY, TXAMFIRST$514$0$5140.6%1
IAN GOODMANGEORGETOWN, TXAMFIRST$377$0$3770.4%1

History & trajectory

10 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
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