PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. THREE OAKS HOSPICE, INC.

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 83-4461666

THREE OAKS HOSPICE, INC.

717 N. HARWOOD ST. · DALLAS, TX 752016501
2146289988
Plans filed
1
Years active
2020–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$791K
No prior year
Persons covered
666
No prior year
Total participants
684
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$791K
THREE OAKS HOSPICE HEALTH AND WELFARE BENEFIT PLAN
Mixed666 covered·2 carriers
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$317K25.8%
Vision$317K25.8%
Other$185K15.1%
Long-term disability$156K12.7%
Short-term disability$133K10.9%
Life$120K9.8%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$474K60.0%16666
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
DV
$317K40.0%11501

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCROANOKE, VATHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, LINCOLN NATIONAL LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY$85K$32K$116K82.2%1
ADP, INC.PHILADELPHIA, PATHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, LINCOLN NATIONAL LIFE INSURANCE COMPANY$0$13K$13K9.2%1
AON CONSULTING INCCHICAGO, ILCIGNA HEALTH AND LIFE INSURANCE COMPANY$8K$0$8K5.9%1
CUSTOM BENEFIT PROGRAMS INCHAMMONTON, NJTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$3K$0$3K2.1%1
RED GATE GROUP LLCMADISON, NJTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$0$919$9190.6%1

History & trajectory

6 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