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Benefits Intelligence/Broker Directory/Texas

Alan Henry Financial Svcs Inc

Lubbock, TX

Alan Henry Financial Svcs Inc of Lubbock, TX is the broker of record on 8 Form 5500 Schedule A filings covering 3 employer benefit plans, with $12,626 in reported broker commissions (plan year 2015).

Employer clients
3
distinct plan sponsors
Schedule A filings
8
States served
1
Reported commissions
$12,626
plan year 2015
Reported fees
$129

Employer clients

Plan sponsors naming Alan Henry Financial Svcs Inc on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
South Plains FinancialTX5092016-06-30
American State Financial CorporationTX4872011-12-31
Sha, LLC FirstcareTX2792011-12-31

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.