Fundz
Fundz
Benefits Intelligence/Broker Directory/Texas

Dallas Insurance Exchange Ii Inc

Dallas, TX

Dallas Insurance Exchange Ii Inc of Dallas, TX is the broker of record on 14 Form 5500 Schedule A filings covering 12 employer benefit plans across 4 states, with $222,742 in reported broker commissions (plan year 2025).

Employer clients
12
distinct plan sponsors
Schedule A filings
14
States served
4
Reported commissions
$222,742
plan year 2025
Reported fees
$44,404

Quick answer

Dallas Insurance Exchange Ii Inc (Dallas, TX) is the broker of record for 12 employer benefit plan sponsors on 14 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Dallas Insurance Exchange Ii Inc have?
Dallas Insurance Exchange Ii Inc is named as broker on Form 5500 Schedule A filings for 12 distinct plan sponsors in 4 states.
Who are Dallas Insurance Exchange Ii Inc's largest employer clients?
By plan participants, the largest include Acec Life/Health Insurance Trust Benefit Consortium (35,940 participants), Winston Water Cooler, Ltd (574 participants) and Warner Pacific Insurance Services Inc (522 participants).
How much does Dallas Insurance Exchange Ii Inc earn in commissions?
Insurers reported $222,742 in broker commissions and $44,404 in fees paid to Dallas Insurance Exchange Ii Inc for plan year 2025, per Schedule A Part 1.
Where is Dallas Insurance Exchange Ii Inc located?
Dallas Insurance Exchange Ii Inc is based in Dallas, TX and has employer clients in 4 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Dallas Insurance Exchange Ii 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
Acec Life/Health Insurance Trust Benefit ConsortiumTX35,9402024-12-31
Winston Water Cooler, LtdTX5742024-12-31
Warner Pacific Insurance Services IncCA5222025-12-31
9 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.