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Sponsor portfolioWelfare / HealthEIN 75-1800868

OAK MANAGEMENT SERVICES, INC.

7150 GANTT ACCESS · AZLE, TX 76020
8174442516
Plans filed
4
Years active
2016–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$126K
No prior year
Persons covered
515
No prior year
Total participants
515
No prior year
Plans filed
4
No prior year

Plans under this sponsor

4 plans
Plan #503$207K
OAK MANAGEMENT SERVICES, INC. SUPPLEMENTAL INSURANCE PLAN
Fully insured343 covered·1 carrier
Primary: AFLAC
Plan #504$126K
OAK MANAGEMENT SERVICES, INC. HEALTH & WELFARE PLAN
Mixed515 covered·2 carriers
Primary: RENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICA
Plan #502$86K
OAK MANAGEMENT SERVICES, INC. DENTAL PLAN
Fully insured118 covered·1 carrier
Primary: ACE AMERICAN INSURANCE COMPANY
Plan #501$0
OAK MANAGEMENT SERVICES, INC. BENEFIT PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$118K46.8%
Vision$118K46.8%
Life$8K3.2%
Other$8K3.2%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
RENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICA
EIN 470397286
DV
$118K93.6%11150
AMERICAN UNITED LIFE INSURANCE COMPANY
EIN 350145825
LOth
$8K6.4%11515

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
FROST INSURANCE AGENCY INCSAN ANTONIO, TXRENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICA, AMERICAN UNITED LIFE INSURANCE COMPANY$12K$0$12K100.0%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
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