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Benefits Intelligence/Broker Directory/Texas

John L Wortham & Son Lp

Dallas, TX

John L Wortham & Son Lp of Dallas, TX is the broker of record on 4 Form 5500 Schedule A filings covering 2 employer benefit plans, with $106,780 in reported broker commissions (plan year 2025).

Employer clients
2
distinct plan sponsors
Schedule A filings
4
States served
1
Reported commissions
$106,780
plan year 2025

Quick answer

John L Wortham & Son Lp (Dallas, TX) is the broker of record for 2 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does John L Wortham & Son Lp have?
John L Wortham & Son Lp is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
Who are John L Wortham & Son Lp's largest employer clients?
By plan participants, the largest include Troy Construction, LLC (534 participants).
How much does John L Wortham & Son Lp earn in commissions?
Insurers reported $106,780 in broker commissions paid to John L Wortham & Son Lp for plan year 2025, per Schedule A Part 1.
Where is John L Wortham & Son Lp located?
John L Wortham & Son Lp is based in Dallas, TX.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming John L Wortham & Son Lp 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
Troy Construction, LLCTX5342018-12-31
1 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.