How many employer clients does Craig S Davies have?

Craig S Davies is named as broker on Form 5500 Schedule A filings for 8 distinct plan sponsors in 3 states.

Who are Craig S Davies's largest employer clients?

By plan participants, the largest include Alston & Bird LLP (1,717 participants), Speedway Motorsports, LLC (693 participants) and Legend Bank, N.A. (193 participants).

How much does Craig S Davies earn in commissions?

Insurers reported $2,637 in broker commissions and $67 in fees paid to Craig S Davies for plan year 2025, per Schedule A Part 1.

Where is Craig S Davies located?

Craig S Davies is based in Flower Mound, TX and has employer clients in 3 states.

Benefits Intelligence/Broker Directory/Texas

Craig S Davies

Flower Mound, TX

Craig S Davies of Flower Mound, TX is the broker of record on 12 Form 5500 Schedule A filings covering 8 employer benefit plans across 3 states, with $2,637 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$2,637

plan year 2025

Reported fees

$67

Quick answer

Craig S Davies (Flower Mound, TX) is the broker of record for 8 employer benefit plan sponsors on 12 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Craig S Davies have?: Craig S Davies is named as broker on Form 5500 Schedule A filings for 8 distinct plan sponsors in 3 states.
Who are Craig S Davies's largest employer clients?: By plan participants, the largest include Alston & Bird LLP (1,717 participants), Speedway Motorsports, LLC (693 participants) and Legend Bank, N.A. (193 participants).
How much does Craig S Davies earn in commissions?: Insurers reported $2,637 in broker commissions and $67 in fees paid to Craig S Davies for plan year 2025, per Schedule A Part 1.
Where is Craig S Davies located?: Craig S Davies is based in Flower Mound, TX and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Craig S Davies 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
Alston & Bird LLP	GA	1,717	2025-12-31
Speedway Motorsports, LLC	NC	693	2025-12-31
Legend Bank, N.A.	TX	193	2025-12-31

5 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.