Form 5500 · Employee benefit plan · DALLAS, TX
12 OAKS MANAGEMENT SERVICES
Public Form 5500 records show how 12 OAKS MANAGEMENT SERVICES (DALLAS, TX) structures its employee benefits. Its broker of record is THE BALDWIN GROUP SOUTHWEST, LLC. Coverage is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILITATES (CIGNA) and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 75-2418009 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILITATES (CIGNA) | Dental | 417 | December | $21,663 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 261 | December | $17,194 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life | 666 | December | $9,119 |
| METROPOLITAN LIFE INSURANCE COMPANY | Vision | 511 | December | $3,382 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Disability | 86 | December | $2,771 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 650 | December | $648 |
Questions
Who is 12 OAKS MANAGEMENT SERVICES's benefits broker?
Per its most recent Form 5500 Schedule A, 12 OAKS MANAGEMENT SERVICES's broker of record is THE BALDWIN GROUP SOUTHWEST, LLC.
What insurance carrier does 12 OAKS MANAGEMENT SERVICES use?
12 OAKS MANAGEMENT SERVICES's benefit plan is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILITATES (CIGNA), among 6 disclosed carriers.
When does 12 OAKS MANAGEMENT SERVICES's group plan renew?
The most recent Schedule A policy period for 12 OAKS MANAGEMENT SERVICES ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from 12 OAKS MANAGEMENT SERVICES's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.