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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 typePremiumShareDistribution
Health$3.9M47.4%
Dental$3.9M47.4%
Life$244K2.9%
Short-term disability$65K0.8%
Vision$46K0.6%
Long-term disability$43K0.5%
Other$28K0.3%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 361236610
HD
$3.9M90.2%11768
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
LSTDLTDOth
$380K8.7%14270
FIDELITY SECURITY LIFE INSURANCE COMPANY
EIN 430949844
V
$46K1.0%11707

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDRIVERSIDE, CALIFE INSURANCE COMPANY OF NORTH AMERICA, BLUECROSS BLUESHIELD OF TEXAS, FIDELITY SECURITY LIFE INSURANCE COMPANY$153K$7K$160K100.0%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
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