Benefits brokerage · 2 offices
CROSS POINTE INSURANCE ADVISOR
CROSS POINTE INSURANCE ADVISOR is named as the broker of record on 2 insurance contracts across its 2 offices in public Form 5500 Schedule A filings.
Offices
Largest book first.
A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.
| City | State | Contracts |
|---|---|---|
| FORT SMITH | AR | 1 |
| TEXARKANA | TX | 1 |
Book profile
CROSS POINTE INSURANCE ADVISOR brokers 2 insured contracts for 2 employers, all in Oklahoma.
Vision is the largest line (1 contract), followed by stop-loss (1).
ALLIED BENEFIT SYSTEMS, LLC writes the most contracts in the book (1, about 50%); VISION SERVICE PLAN follow.
Renewals concentrate on April 1: 50% of the dated welfare contracts have policy years ending in March, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
- ALLIED BENEFIT SYSTEMS, LLC1
- VISION SERVICE PLAN1
Counted by each employer's own state. Largest first.
Contracts by line.
vision 1 · stop-loss 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| BILLINGSLEY HOLDING COMPANY, LLC | ARDMORE, OK | FORT SMITH, AR | VISION SERVICE PLAN | Jan 1FY2025 |
| CHAMBERCARE BENEFIT ARRANGEMENT OF OKLAHOMA TRUST | OKLAHOMA CITY, OK | TEXARKANA, TX | ALLIED BENEFIT SYSTEMS, LLC | Apr 1FY2025 |
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2025 on this page)