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Benefits Intelligence/Broker Directory/Texas

Kurtz, Bascom P

Houston, TX

Kurtz, Bascom P of Houston, TX is the broker of record on 43 Form 5500 Schedule A filings covering 11 employer benefit plans across 3 states, with $54,845 in reported broker commissions (plan year 2021).

Employer clients
11
distinct plan sponsors
Schedule A filings
43
States served
3
Reported commissions
$54,845
plan year 2021
Reported fees
$23

Employer clients

Plan sponsors naming Kurtz, Bascom P 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
Duke UniversityNC39,4832014-12-31
Orlando Health, Inc.FL23,8252021-12-31
H. Lee Moffitt Cancer Center And Research InstituteFL4,3102011-12-31
8 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.