Benefits brokerage · 2 offices
ROACH HOWARD SMITH & BARTON INC.
ROACH HOWARD SMITH & BARTON INC. is named as the broker of record on 49 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 |
|---|---|---|
| DALLAS | TX | 43 |
| No city on file | — | 6 |
Book profile
ROACH HOWARD SMITH & BARTON INC. brokers 49 insured contracts for 20 employers, across 3 states, led by TX, FL, LA.
Dental is the largest line (19 contracts), followed by disability (19), vision (18), life (18).
BLUECROSS BLUESHIELD OF TEXAS writes the most contracts in the book (8, about 16%); THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA follow.
Renewals concentrate on January 1: 61% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
dental 19 · disability 19 · vision 18 · life 18 · health 13
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 |
|---|---|---|---|---|
| INTUITIVE HEALTH, LLC | PLANO, TX | DALLAS, TX | BLUECROSS BLUESHIELD OF TEXAS | Jan 1FY2025 |
| CAF MANAGEMENT, LLC | FRISCO, TX | No city on file | BLUECROSS BLUESHIELD OF TEXAS | Jan 1FY2025 |
| MODULE X SOLUTIONS | SHREVEPORT, LA | DALLAS, TX | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2025 |
| SELECT PLASTICS LLC | FORT WORTH, TX | DALLAS, TX | BLUECROSS BLUESHIELD OF TEXAS | Oct 1FY2025 |
| MICROPAC INDUSTRIES | GARLAND, TX | DALLAS, TX | BLUECROSS BLUESHIELD OF TEXAS | May 1FY2025 |
more employers in ROACH HOWARD SMITH & BARTON INC.'s book
See the full client list across every office, with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
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)