Benefits broker of record · DALLAS, TX
ROACH HOWARD SMITH & BARTON INC.
ROACH HOWARD SMITH & BARTON INC. of DALLAS, TX is named as the broker of record on 43 insurance contracts in public Form 5500 Schedule A filings.
One of 2 offices of ROACH HOWARD SMITH & BARTON INC..
43 contracts on file name ROACH HOWARD SMITH & BARTON INC. as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.
Book profile
ROACH HOWARD SMITH & BARTON INC. brokers 43 insured contracts for 19 employers, across 3 states, led by TX, FL, LA.
Disability is the largest line (18 contracts), followed by vision (17), life (17), dental (16).
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY writes the most contracts in the book (7, about 16%); UNITEDHEALTHCARE INSURANCE COMPANY, BLUECROSS BLUESHIELD OF TEXAS, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA follow.
Renewals concentrate on January 1: 63% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
disability 18 · vision 17 · life 17 · dental 16 · health 8
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| INTUITIVE HEALTH, LLC | PLANO, TX | BLUECROSS BLUESHIELD OF TEXAS | Jan 1FY2025 |
| MODULE X SOLUTIONS | SHREVEPORT, LA | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2025 |
| SELECT PLASTICS LLC | FORT WORTH, TX | BLUECROSS BLUESHIELD OF TEXAS | Oct 1FY2025 |
| MICROPAC INDUSTRIES | GARLAND, TX | BLUECROSS BLUESHIELD OF TEXAS | May 1FY2025 |
| RTI/COMMUNITY MANAGEMENT ASSOCIATES, INC. | PLANO, TX | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2025 |
more employers in ROACH HOWARD SMITH & BARTON INC.'s book
See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2025 on this page)
Claude & ChatGPT
Look up records from Claude or ChatGPT
Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.
Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both