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Benefits Intelligence/Broker Directory/Texas

Davis Allen Agency

Lubbock, TX

Davis Allen Agency of Lubbock, TX is the broker of record on 11 Form 5500 Schedule A filings covering 8 employer benefit plans, with $207,806 in reported broker commissions (plan year 2025).

Employer clients
8
distinct plan sponsors
Schedule A filings
11
States served
1
Reported commissions
$207,806
plan year 2025

Quick answer

Davis Allen Agency (Lubbock, TX) is the broker of record for 8 employer benefit plan sponsors on 11 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Davis Allen Agency have?
Davis Allen Agency is named as broker on Form 5500 Schedule A filings for 8 distinct plan sponsors.
Who are Davis Allen Agency's largest employer clients?
By plan participants, the largest include First United Bank (484 participants), Lubbock Christian University (203 participants) and Goodwill Industries Of Northwest Texas (154 participants).
How much does Davis Allen Agency earn in commissions?
Insurers reported $207,806 in broker commissions paid to Davis Allen Agency for plan year 2025, per Schedule A Part 1.
Where is Davis Allen Agency located?
Davis Allen Agency is based in Lubbock, TX.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Davis Allen Agency 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
First United BankTX4842025-12-31
Lubbock Christian UniversityTX2032024-12-31
Goodwill Industries Of Northwest TexasTX1542025-08-31
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.