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Sponsor portfolioWelfare / HealthEIN 75-2510032
FINLEY RESOURCES, INC.
1308 LAKE STREET · FORT WORTH, TX 76102
8173361924
- Plans filed
- 4
- Years active
- 2016–2025
- Industry
- NAICS 21
- Latest filing
- 2025
Total premiums (latest)
$4.4M
No prior year
Persons covered
768
No prior year
Total participants
254
No prior year
Plans filed
4
No prior year
Plans under this sponsor
4 plans
Plan #504$4.4M
FINLEY RESOURCES, INC. HEALTH & WELFARE PLAN
Fully insured768 covered·3 carriers
Primary: BLUECROSS BLUESHIELD OF TEXAS
Plan #501$0
FINLEY RESOURCES INC. MEDICAL
Self-funded0 covered·0 carriers
Plan #502$0
FINLEY RESOURCES INC. DENTAL
Self-funded0 covered·0 carriers
Plan #503$0
FINLEY RESOURCES INC. LIFE
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $3.9M | 47.4% | |
| Dental | $3.9M | 47.4% | |
| Life | $244K | 2.9% | |
| Short-term disability | $65K | 0.8% | |
| Vision | $46K | 0.6% | |
| Long-term disability | $43K | 0.5% | |
| Other | $28K | 0.3% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 361236610 | HD | $3.9M | 90.2% | 1 | 1 | 768 |
EIN 231503749 | LSTDLTDOth | $380K | 8.7% | 1 | 4 | 270 |
EIN 430949844 | V | $46K | 1.0% | 1 | 1 | 707 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED | RIVERSIDE, CA | LIFE INSURANCE COMPANY OF NORTH AMERICA, BLUECROSS BLUESHIELD OF TEXAS, FIDELITY SECURITY LIFE INSURANCE COMPANY | $153K | $7K | $160K | 100.0% | 1 |
History & trajectory
8 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