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Form 5500 · Employee benefit plan · COPPELL, TX

BIRCHSTONE RESIDENTIAL

Public Form 5500 records show how BIRCHSTONE RESIDENTIAL (COPPELL, TX) structures its employee benefits. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through BLUECROSS BLUESHIELD OF TEXAS and 3 other carriers. The plan's most recent policy period ended in February.

Benefits broker of record
Plan renews
February

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 85-1704296 · plan 501 · as of Jul 2026

Participants
365
Carriers on file
4
Disclosed commissions
$200,818
Renewal month
February

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
BLUECROSS BLUESHIELD OF TEXASHealth, Dental435February$139,054
DEARBORN LIFE INSURANCE COMPANYVision, Life, Disability534February$47,577
HARTFORD LIFE AND ACCIDENT94February$12,753
METLIFE LEGAL PLANS34February$1,434

Questions

Who is BIRCHSTONE RESIDENTIAL's benefits broker?

Per its most recent Form 5500 Schedule A, BIRCHSTONE RESIDENTIAL's broker of record is LOCKTON COMPANIES, LLC.

What insurance carrier does BIRCHSTONE RESIDENTIAL use?

BIRCHSTONE RESIDENTIAL's benefit plan is written through BLUECROSS BLUESHIELD OF TEXAS, among 4 disclosed carriers.

When does BIRCHSTONE RESIDENTIAL's group plan renew?

The most recent Schedule A policy period for BIRCHSTONE RESIDENTIAL ended in February. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from BIRCHSTONE RESIDENTIAL's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.