July Business Services, LLC
Waco, TX
July Business Services, LLC of Waco, TX is the broker of record on 45 Form 5500 Schedule A filings covering 31 employer benefit plans across 9 states, with $75,386 in reported broker commissions (plan year 2025).
Quick answer
July Business Services, LLC (Waco, TX) is the broker of record for 31 employer benefit plan sponsors on 45 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does July Business Services, LLC have?
- July Business Services, LLC is named as broker on Form 5500 Schedule A filings for 31 distinct plan sponsors in 9 states.
- Who are July Business Services, LLC's largest employer clients?
- By plan participants, the largest include Copa Health, Inc. (901 participants), Printing Industries Association, Inc. (506 participants) and Shearwater Health, Inc. (420 participants).
- How much does July Business Services, LLC earn in commissions?
- Insurers reported $75,386 in broker commissions and $144,858 in fees paid to July Business Services, LLC for plan year 2025, per Schedule A Part 1.
- Where is July Business Services, LLC located?
- July Business Services, LLC is based in Waco, TX and has employer clients in 9 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming July Business Services, LLC on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Copa Health, Inc. | AZ | 901 | 2025-12-31 |
| Printing Industries Association, Inc. | CA | 506 | 2024-12-31 |
| Shearwater Health, Inc. | TN | 420 | 2025-12-31 |
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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.