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Benefits Intelligence/Broker Directory/Texas

James P Zander

Dallas, TX

James P Zander of Dallas, TX is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans, with $2,370 in reported broker commissions (plan year 2024).

Employer clients
2
distinct plan sponsors
Schedule A filings
3
States served
1
Reported commissions
$2,370
plan year 2024
Reported fees
$33,392

Quick answer

James P Zander (Dallas, TX) is the broker of record for 2 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2024.

How many employer clients does James P Zander have?
James P Zander is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
Who are James P Zander's largest employer clients?
By plan participants, the largest include Smiley Dental Management Company, LLC (190 participants) and Snd Energy Company Inc.
How much does James P Zander earn in commissions?
Insurers reported $2,370 in broker commissions and $33,392 in fees paid to James P Zander for plan year 2024, per Schedule A Part 1.
Where is James P Zander located?
James P Zander is based in Dallas, TX.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming James P Zander 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
Smiley Dental Management Company, LLCTX1902022-06-30
Snd Energy Company IncTX02018-12-31

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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.