Form 5500 · Employee benefit plan · DALLAS, TX
UTILITY CONCIERGE, LLC
Public Form 5500 records show how UTILITY CONCIERGE, LLC (DALLAS, TX) structures its employee benefits. Its broker of record is FROST INSURANCE AGENCY, INC.. Coverage is written through BLUECROSS BLUESHIELD OF TEXAS and 3 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 27-0426695 · plan 503 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUECROSS BLUESHIELD OF TEXAS | Health, Dental | 163 | June | $60,968 |
| DEARBORN LIFE INSURANCE COMPANY | Vision, Life, Disability | 119 | June | $7,981 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | — | 39 | June | $7,826 |
| TOTALCARE EAP | — | 122 | June | $0 |
Questions
Who is UTILITY CONCIERGE, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, UTILITY CONCIERGE, LLC's broker of record is FROST INSURANCE AGENCY, INC..
What insurance carrier does UTILITY CONCIERGE, LLC use?
UTILITY CONCIERGE, LLC's benefit plan is written through BLUECROSS BLUESHIELD OF TEXAS, among 4 disclosed carriers.
When does UTILITY CONCIERGE, LLC's group plan renew?
The most recent Schedule A policy period for UTILITY CONCIERGE, LLC ended in June. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from UTILITY CONCIERGE, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.