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Benefits Intelligence/Broker Directory/Texas

Compensation Strategies Group, Ltd.

Beaumont, TX

Compensation Strategies Group, Ltd. of Beaumont, TX is the broker of record on 8 Form 5500 Schedule A filings covering 5 employer benefit plans, with $12,120 in reported broker commissions (plan year 2025).

Employer clients
5
distinct plan sponsors
Schedule A filings
8
States served
1
Reported commissions
$12,120
plan year 2025
Reported fees
$226,572

Quick answer

Compensation Strategies Group, Ltd. (Beaumont, TX) is the broker of record for 5 employer benefit plan sponsors on 8 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Compensation Strategies Group, Ltd. have?
Compensation Strategies Group, Ltd. is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors.
Who are Compensation Strategies Group, Ltd.'s largest employer clients?
By plan participants, the largest include Deli Management, Inc. (3,860 participants), Methodist Retirement Communities (873 participants) and First Continental Mortgage, Ltd. (187 participants).
How much does Compensation Strategies Group, Ltd. earn in commissions?
Insurers reported $12,120 in broker commissions and $226,572 in fees paid to Compensation Strategies Group, Ltd. for plan year 2025, per Schedule A Part 1.
Where is Compensation Strategies Group, Ltd. located?
Compensation Strategies Group, Ltd. is based in Beaumont, TX.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Compensation Strategies Group, Ltd. 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
Deli Management, Inc.TX3,8602025-12-31
Methodist Retirement CommunitiesTX8732024-12-31
First Continental Mortgage, Ltd.TX1872025-12-31
2 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.