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Benefits Intelligence/Broker Directory/Texas

Aubrey M Petty

Fort Worth, TX

Aubrey M Petty of Fort Worth, TX is the broker of record on 8 Form 5500 Schedule A filings covering 3 employer benefit plans across 3 states, with $267 in reported broker commissions (plan year 2017).

Employer clients
3
distinct plan sponsors
Schedule A filings
8
States served
3
Reported commissions
$267
plan year 2017

Employer clients

Plan sponsors naming Aubrey M Petty 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
Cu Cooperative Systems, Inc.CA1,0042017-12-31
Lending Call Center Services, LLC Co-Op Member CenterTX3162017-12-31
Service Centers CorporationMI862016-12-31

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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.