Avantax Insurance Agency LLC
Dallas, TX
Avantax Insurance Agency LLC of Dallas, TX is the broker of record on 30 Form 5500 Schedule A filings covering 23 employer benefit plans across 13 states, with $306,645 in reported broker commissions (plan year 2025).
Quick answer
Avantax Insurance Agency LLC (Dallas, TX) is the broker of record for 23 employer benefit plan sponsors on 30 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Avantax Insurance Agency LLC have?
- Avantax Insurance Agency LLC is named as broker on Form 5500 Schedule A filings for 23 distinct plan sponsors in 13 states.
- Who are Avantax Insurance Agency LLC's largest employer clients?
- By plan participants, the largest include Futureplan Fiduciary Services, LLC (196,164 participants), Principal Life Insurance Company (161,040 participants) and Nppg Plan Professionals, LLC (15,967 participants).
- How much does Avantax Insurance Agency LLC earn in commissions?
- Insurers reported $306,645 in broker commissions and $164,907 in fees paid to Avantax Insurance Agency LLC for plan year 2025, per Schedule A Part 1.
- Where is Avantax Insurance Agency LLC located?
- Avantax Insurance Agency LLC is based in Dallas, TX and has employer clients in 13 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Avantax Insurance Agency LLC on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Futureplan Fiduciary Services, LLC | MA | 196,164 | 2025-12-31 |
| Principal Life Insurance Company | IA | 161,040 | 2024-12-31 |
| Nppg Plan Professionals, LLC | NJ | 15,967 | 2025-12-31 |
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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.