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Benefits Intelligence/Broker Directory/Texas

Hd Vest Ins Agency LLC

Irving, TX

Hd Vest Ins Agency LLC of Irving, TX is the broker of record on 140 Form 5500 Schedule A filings covering 51 employer benefit plans across 15 states, with $351,556 in reported broker commissions (plan year 2019).

Employer clients
51
distinct plan sponsors
Schedule A filings
140
States served
15
Reported commissions
$351,556
plan year 2019
Reported fees
$7,029

Employer clients

Plan sponsors naming Hd Vest Ins 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
Health Care Unlimited, Inc.TX8392010-12-31
Pci Group, Inc.SC2792019-12-31
Coastal Plain Area Economic Opportunity Authority, Inc.GA2112010-03-31
48 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Know who holds the account, and when it renews.

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.