Form 5500 · Employee benefit plan · DALLAS, TX
STATON HOLDINGS, INC.
The filing calls this plan STATON HOLDINGS, INC. EMPLOYEE BENEFITS PLAN.
Public Form 5500 records show how STATON HOLDINGS, INC. of DALLAS, TX, a finance and insurance employer, structures its employee benefits. Its broker of record is ROACH HOWARD SMITH & BARTON INC.. Coverage is written through BLUECROSS BLUESHIELD OF TEXAS and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 75-2193960 · plan 502 · plan year 2025, filed Jul 22, 2026
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How this plan is funded
Both, as reported
The medical insurance contracts on the filing cover fewer than half the people in the plan, so the rest is paid another way.
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
Also declared: death benefits, 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.
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 3 insured contracts covering health, dental, vision, life and disability; the largest, with BLUECROSS BLUESHIELD OF TEXAS, covers 69 people.
Reported premium across the insured contracts is $741,332, with $36,244 in disclosed broker commissions — about 4.9% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
ROACH HOWARD SMITH & BARTON INC. is the broker of record on all 3 contracts.
3 carriers appear on the filing, including BLUECROSS BLUESHIELD OF TEXAS, UNITED OF OMAHA LIFE INSURANCE COMPANY and SUN LIFE ASSURANCE COMPANY OF CANADA. BLUECROSS BLUESHIELD OF TEXAS writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| BLUECROSS BLUESHIELD OF TEXAS | Health | 69 | Jan 1, 2026 | $634,780 | $20,500 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Vision, Life, Disability | 141 | Jan 1, 2026 | $103,700 | $15,478 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Dental | 18 | Jan 1, 2026 | $2,852 | $266 |
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
How this plan compares
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