Benefits broker of record
THE BENEFIT SOURCE INC
THE BENEFIT SOURCE INC is named as the broker of record on 2 insurance contracts in public Form 5500 Schedule A filings.
One of 7 offices of BENEFIT SOURCE INC.
Book profile
THE BENEFIT SOURCE INC brokers 2 insured contracts for 1 employer, all in Texas.
Health is the largest line (1 contract), followed by dental (1), life (1), disability (1).
AMERICAN UNITED LIFE INSURANCE COMPANY writes the most contracts in the book (1, about 50%); BLUECROSS BLUESHIELD OF TEXAS follow.
Renewals concentrate on December 1: 100% of the dated welfare contracts have policy years ending in November, 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.
health 1 · dental 1 · life 1 · disability 1
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 |
|---|---|---|---|
| EAGLERIDGE ENERGY, LLC | DALLAS, TX | BLUECROSS BLUESHIELD OF TEXAS | Dec 1FY2025 |
| EAGLERIDGE ENERGY, LLC | DALLAS, TX | AMERICAN UNITED LIFE INSURANCE COMPANY | Dec 1FY2025 |
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