Form 5500 · Employee benefit plan · ROCKWALL, TX
RESOURCING EDGE I, LLC
The filing calls this plan RESOURCING EDGE WELFARE BENEFIT PLAN.
Public Form 5500 records show how RESOURCING EDGE I, LLC of ROCKWALL, TX, a professional services employer, structures its employee benefits. Its broker of record is TCTK SERVICES. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 7 other carriers. The plan's most recent policy period ended in September.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 46-3045894 · plan 507 · plan year 2025, filed Jul 15, 2026
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333 other employer plans in Texas have policy years ending in September. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
The filing says this plan is subject to the Form M-1 requirement for multiple-employer welfare arrangements.
Benefits declared on this filing
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 14 insured contracts covering health, dental, vision, life and disability; the largest, with UNITEDHEALTHCARE INSURANCE COMPANY, covers 20,668 people.
Reported premium across the insured contracts is $110,633,411, with $7,674,238 in disclosed broker commissions — about 6.9% of premium.
The health contract's policy period ended in September, while at least one ancillary line's policy period ended in February. The plan is on a split renewal cycle.
TCTK SERVICES is the broker of record on 10 of the 14 contracts; the rest name a different broker or none.
8 carriers appear on the filing, including UNITEDHEALTHCARE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC. and BLUE CROSS AND BLUE SHIELD OF ALABAMA. UNITEDHEALTHCARE INSURANCE COMPANY writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 20,668 | Oct 1, 2025 | $87,852,124 | $4,352,665 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | 30,096 | Oct 1, 2025 | $16,236,032 | $2,206,787 |
| METROPOLITAN LIFE INSURANCE COMPANY | Health | 5,949 | Aug 1, 2025 | $1,250,747 | $419,932 |
| METROPOLITAN LIFE INSURANCE COMPANY | Health | 4,262 | Aug 1, 2025 | $806,024 | $266,468 |
| METROPOLITAN LIFE INSURANCE COMPANY | Health | 9,205 | Aug 1, 2025 | $747,221 | $245,316 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 91 | Oct 1, 2025 | $1,840,434 | $59,164 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | 1,024 | Mar 1, 2025 | $387,647 | $50,104 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | 728 | Oct 1, 2025 | $209,252 | $37,740 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 61 | Oct 1, 2025 | $606,248 | $30,083 |
| KAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC. | Health | 16 | Oct 1, 2025 | $126,817 | $5,979 |
| BLUE CROSS AND BLUE SHIELD OF ALABAMA | Health | 72 | Jan 1, 2026 | $446,006 | $0 |
| KAISER FOUNDATION HEALTH PLAN OF COLORADO | Health | 17 | Oct 1, 2025 | $124,859 | $0 |
| KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | Health | 0 | Oct 1, 2025 | — | $0 |
| KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | Health | 0 | Oct 1, 2025 | — | $0 |
Premium and claims on this contract
BLUE CROSS AND BLUE SHIELD OF ALABAMA, contract 0096826. For the contract year on this filing, the carrier reported $446,006 in premium earned and $543,112 in claims incurred. Dividing one by the other gives 122%.
- BLUE CROSS AND BLUE SHIELD OF ALABAMA, contract 0096826 reported $48,794 in retention.
Retention is what the carrier kept of the premium after claims, as reported: administration, commissions and other charges.
Only experience-rated contracts report these figures, so most filings leave them blank.
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. We publish company names only.
Other plans filed by this employer
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