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Sponsor portfolioWelfare / HealthEIN 75-2418009
12 OAKS MANAGEMENT SERVICES
12700 PARK CENTRAL DRIVE · DALLAS, TX 75251
9726196227
- Plans filed
- 1
- Years active
- 2021–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$584K
No prior year
Persons covered
784
No prior year
Total participants
784
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $246K | 23.5% | |
| Dental | $174K | 16.6% | |
| Vision | $174K | 16.6% | |
| Short-term disability | $164K | 15.7% | |
| Long-term disability | $164K | 15.7% | |
| Life | $126K | 12.0% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 010278678 | LSTDLTDOth | $410K | 70.2% | 1 | 6 | 784 |
EIN 720977315 | DV | $174K | 29.8% | 1 | 1 | 410 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| THE BALDWIN GROUP WEST LLC | TAMPA, FL | UNUM LIFE INSURANCE COMPANY OF AMERICA, STARMOUNT LIFE INSURANCE COMPANY, UNUM INSURANCE COMPANY, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $83K | $948 | $84K | 59.3% | 1 |
| SELERIX INSURANCE SERVICES, LLC | MCKINNEY, TX | UNUM INSURANCE COMPANY, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $58K | $0 | $58K | 40.7% | 1 |
History & trajectory
5 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