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Benefits Intelligence/Broker Directory/Texas

H.D. Vest Insurance Agency, LLC

Irving, TX

H.D. Vest Insurance Agency, LLC of Irving, TX is the broker of record on 81 Form 5500 Schedule A filings covering 27 employer benefit plans across 15 states, with $1,168,080 in reported broker commissions (plan year 2021).

Employer clients
27
distinct plan sponsors
Schedule A filings
81
States served
15
Reported commissions
$1,168,080
plan year 2021
Reported fees
$1,633

Employer clients

Plan sponsors naming H.D. Vest Insurance Agency, LLC 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
Southern Personnel Management, IncAR4,7172018-12-31
Kissito HealthcareVA5682013-12-31
United Audit Systems Inc.OH4272018-12-31
24 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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Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

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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.