Form 5500 · Employee benefit plan · TYLER, TX
BURTON OIL SERVICE OPERATIONS, LLC
The filing calls this plan BURTON OIL SERVICE OPERATIONS, LLC EMPLOYEE BENEFIT PLAN.
BURTON OIL SERVICE OPERATIONS, LLC of TYLER, TX insures health, dental, vision, life, disability and stop-loss coverage for its employees, per Schedule A of its Form 5500. Its broker of record is HENRY & HOOPER LLC. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 2 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 45-3914583 · plan 501 · plan year 2025, filed Jan 13, 2026
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How this plan is funded
Self-funded as reported
The filing reports benefits paid from the plan's own money, and no medical insurance contract on Schedule A.
A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.
Benefits declared on this filing
Disability: the largest of the 2 insured disability contracts, with STANDARD INSURANCE COMPANY, covers 4 of 46 participants (8.7%) on Schedule A.
Also declared: other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 8 insured contracts covering health, dental, vision, life, disability and stop-loss; the largest, with SUN LIFE ASSURANCE COMPANY OF CANADA, covers 33 people.
The medical plan carries stop-loss coverage: the filing reports the plan paying its own health claims, with insured protection against large ones.
Reported premium across the insured contracts is $199,504, with $6,286 in disclosed broker commissions — about 3.2% of premium.
The most recent policy period ended in June, and the plan year ends June 30. Group contracts typically renew on that annual cycle.
HENRY & HOOPER LLC is the broker of record on 6 of the 8 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| STANDARD INSURANCE COMPANY | Health | 52 | Jul 1, 2025 | $11,131 | $2,545 |
| STANDARD INSURANCE COMPANY | Dental | 28 | Jul 1, 2025 | $16,181 | $1,474 |
| STANDARD INSURANCE COMPANY | Life | 61 | Jul 1, 2025 | $7,282 | $1,404 |
| STANDARD INSURANCE COMPANY | Disability | 4 | Jul 1, 2025 | $2,430 | $466 |
| STANDARD INSURANCE COMPANY | Disability | 2 | Jul 1, 2025 | $1,063 | $205 |
| STANDARD INSURANCE COMPANY | Vision | 21 | Jul 1, 2025 | $2,129 | $192 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Stop-loss | 33 | Jul 1, 2025 | $159,288 | $0 |
| HM LIFE INSURANCE COMPANY | Stop-loss | 0 | Jul 1, 2025 | — | $0 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.
Reported to OSHA
Reported to OSHA for 2025: 65 employees, 1 recordable cases, 168 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
Money the plan held and paid out
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule I
These are the plan's own figures from Schedule H, the financial statement it files. They are not the premium on Schedule A.
Other plans filed by this employer
How this plan compares
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