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Benefits Intelligence/Broker Directory/Texas

L Carthel Enterprise Inc

Lubbock, TX

L Carthel Enterprise Inc of Lubbock, TX is the broker of record on 8 Form 5500 Schedule A filings covering 4 employer benefit plans, with $8,103 in reported broker commissions (plan year 2025).

Employer clients
4
distinct plan sponsors
Schedule A filings
8
States served
1
Reported commissions
$8,103
plan year 2025
Reported fees
$639

Quick answer

L Carthel Enterprise Inc (Lubbock, TX) is the broker of record for 4 employer benefit plan sponsors on 8 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does L Carthel Enterprise Inc have?
L Carthel Enterprise Inc is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors.
Who are L Carthel Enterprise Inc's largest employer clients?
By plan participants, the largest include South Plains Financial, Inc. (521 participants), Verabank, N.A. (473 participants) and Umc Physicians (327 participants).
How much does L Carthel Enterprise Inc earn in commissions?
Insurers reported $8,103 in broker commissions and $639 in fees paid to L Carthel Enterprise Inc for plan year 2025, per Schedule A Part 1.
Where is L Carthel Enterprise Inc located?
L Carthel Enterprise Inc is based in Lubbock, TX.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming L Carthel Enterprise Inc 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
South Plains Financial, Inc.TX5212025-06-30
Verabank, N.A.TX4732026-04-30
Umc PhysiciansTX3272018-12-31
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.