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Form 5500 · Employee benefit plan · AUSTIN, TX

OAK HAVEN MANAGEMENT

OAK HAVEN MANAGEMENT's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is CRANDALL & ASSOCIATES INC. Coverage is written through BLUECROSS BLUESHIELD OF TEXAS and 1 other carrier. The plan's most recent policy period ended in September.

Benefits broker of record
Plan renews
September

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 85-0920580 · plan 501 · as of Jul 2026

Participants
120
Carriers on file
2
Disclosed commissions
$51,086
Renewal month
September

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
BLUECROSS BLUESHIELD OF TEXASHealth105September$36,925
METROPOLITAN LIFE INSURANCE COMPANYDental, Vision, Life, Disability181September$14,161

Questions

Who is OAK HAVEN MANAGEMENT's benefits broker?

Per its most recent Form 5500 Schedule A, OAK HAVEN MANAGEMENT's broker of record is CRANDALL & ASSOCIATES INC.

What insurance carrier does OAK HAVEN MANAGEMENT use?

OAK HAVEN MANAGEMENT's benefit plan is written through BLUECROSS BLUESHIELD OF TEXAS, among 2 disclosed carriers.

When does OAK HAVEN MANAGEMENT's group plan renew?

The most recent Schedule A policy period for OAK HAVEN MANAGEMENT ended in September. Group plans typically renew on the same annual cycle.

Where does this data come from?

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