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Benefits Intelligence/Broker Directory/Texas

Intermediary Solutions Company

Frisco, TX

Intermediary Solutions Company of Frisco, TX is the broker of record on 59 Form 5500 Schedule A filings covering 43 employer benefit plans across 15 states, with $144,214 in reported broker commissions (plan year 2025).

Employer clients
43
distinct plan sponsors
Schedule A filings
59
States served
15
Reported commissions
$144,214
plan year 2025

Quick answer

Intermediary Solutions Company (Frisco, TX) is the broker of record for 43 employer benefit plan sponsors on 59 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Intermediary Solutions Company have?
Intermediary Solutions Company is named as broker on Form 5500 Schedule A filings for 43 distinct plan sponsors in 15 states.
Who are Intermediary Solutions Company's largest employer clients?
By plan participants, the largest include United Wholesale Mortgage (9,078 participants), Lennox International Inc. (8,599 participants) and Digital Intelligence Systems, LLC Dba Disys (5,607 participants).
How much does Intermediary Solutions Company earn in commissions?
Insurers reported $144,214 in broker commissions paid to Intermediary Solutions Company for plan year 2025, per Schedule A Part 1.
Where is Intermediary Solutions Company located?
Intermediary Solutions Company is based in Frisco, TX and has employer clients in 15 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Intermediary Solutions Company 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
United Wholesale MortgageMI9,0782025-12-31
Lennox International Inc.TX8,5992024-12-31
Digital Intelligence Systems, LLC Dba DisysVA5,6072024-12-31
40 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.