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Benefits Intelligence/Broker Directory/Texas

Mary H Munoz Philips

Friendswood, TX

Mary H Munoz Philips of Friendswood, TX is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans, with $979 in reported broker commissions (plan year 2025).

Employer clients
2
distinct plan sponsors
Schedule A filings
3
States served
1
Reported commissions
$979
plan year 2025

Quick answer

Mary H Munoz Philips (Friendswood, TX) is the broker of record for 2 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Mary H Munoz Philips have?
Mary H Munoz Philips is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
Who are Mary H Munoz Philips's largest employer clients?
By plan participants, the largest include Palletized Trucking Inc (175 participants) and Surge Operating, LLC (155 participants).
How much does Mary H Munoz Philips earn in commissions?
Insurers reported $979 in broker commissions paid to Mary H Munoz Philips for plan year 2025, per Schedule A Part 1.
Where is Mary H Munoz Philips located?
Mary H Munoz Philips is based in Friendswood, TX.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Mary H Munoz Philips 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
Palletized Trucking IncTX1752025-12-31
Surge Operating, LLCTX1552024-12-31

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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.