PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. TEXAS INSTITUTE FOR SURGERY

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 77-0628004

TEXAS INSTITUTE FOR SURGERY

7115 GREENVILLE AVENUE, SUITE 215 · DALLAS, TX 75231
2146475394
Plans filed
1
Years active
2015–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$3.0M
No prior year
Persons covered
275
No prior year
Total participants
132
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$3.0M
TEXAS INSTITUTE FOR SURGERY SECTION 125 PLAN
Fully insured275 covered·4 carriers
Primary: BLUECROSS BLUESHIELD OF TEXAS

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.7M42.7%
Prescription drug$2.7M42.7%
Life$191K3.1%
Short-term disability$191K3.1%
Long-term disability$191K3.1%
Other$191K3.1%
Dental$132K2.1%
Vision$11K0.2%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 361236610
HRx
$2.7M88.8%11274
DEARBORN LIFE INSURANCE COMPANY
EIN 362598882
LSTDLTDOth
$191K6.4%11168
DELTA DENTAL OF CALIFORNIA
EIN 942761537
D
$132K4.4%11275
EYEMED VISION CARE
EIN 430949844
V
$11K0.4%11247

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOCKTON COMPANIES, LLCDALLAS, TXEYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO., DEARBORN LIFE INSURANCE COMPANY, BLUECROSS BLUESHIELD OF TEXAS$56K$6K$62K100.0%1

History & trajectory

11 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