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Benefits Intelligence/Broker Directory/Texas

Hefa Operating LLC

Fort Worth, TX

Hefa Operating LLC of Fort Worth, TX is the broker of record on 93 Form 5500 Schedule A filings covering 22 employer benefit plans across 2 states, with $1,825,488 in reported broker commissions (plan year 2022).

Employer clients
22
distinct plan sponsors
Schedule A filings
93
States served
2
Reported commissions
$1,825,488
plan year 2022
Reported fees
$1,454,304

Employer clients

Plan sponsors naming Hefa Operating 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
Black Mountain Management LLCTX4222019-12-31
Firstcapital Bank Of TexasTX2602019-08-31
Susser BankTX2202023-03-31
19 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.