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Benefits Intelligence/Broker Directory/Texas

Michael Schultz

Houston, TX

Michael Schultz of Houston, TX is the broker of record on 88 Form 5500 Schedule A filings covering 37 employer benefit plans across 11 states, with $88,537 in reported broker commissions (plan year 2022).

Employer clients
37
distinct plan sponsors
Schedule A filings
88
States served
11
Reported commissions
$88,537
plan year 2022
Reported fees
$80

Employer clients

Plan sponsors naming Michael Schultz 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
The Nemours FoundationDE4,2052009-12-31
Bcd Travel Usa LLCGA3,3552010-12-31
Southern Regional Health System, IncGA3,1152009-12-31
34 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Know who holds the account, and when it renews.

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.