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Benefits Intelligence/Broker Directory/Texas

Gregory D Reo

Houston, TX

Gregory D Reo of Houston, TX is the broker of record on 7 Form 5500 Schedule A filings covering 4 employer benefit plans across 3 states, with $2,607 in reported broker commissions (plan year 2025).

Employer clients
4
distinct plan sponsors
Schedule A filings
7
States served
3
Reported commissions
$2,607
plan year 2025

Quick answer

Gregory D Reo (Houston, TX) is the broker of record for 4 employer benefit plan sponsors on 7 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Gregory D Reo have?
Gregory D Reo is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 3 states.
Who are Gregory D Reo's largest employer clients?
By plan participants, the largest include Achievement First, Inc. (2,019 participants), Medbest Medical Management, Inc. (735 participants) and Emerson College (594 participants).
How much does Gregory D Reo earn in commissions?
Insurers reported $2,607 in broker commissions paid to Gregory D Reo for plan year 2025, per Schedule A Part 1.
Where is Gregory D Reo located?
Gregory D Reo is based in Houston, TX and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Gregory D Reo 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
Achievement First, Inc.CT2,0192025-06-30
Medbest Medical Management, Inc.NY7352025-12-31
Emerson CollegeMA5942025-12-31
1 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.