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Benefits Intelligence/Broker Directory/Texas

Next Level Insurance Agency LLC

Addison, TX

Next Level Insurance Agency LLC of Addison, TX is the broker of record on 11 Form 5500 Schedule A filings covering 7 employer benefit plans, with $416,016 in reported broker commissions (plan year 2025).

Employer clients
7
distinct plan sponsors
Schedule A filings
11
States served
1
Reported commissions
$416,016
plan year 2025
Reported fees
$1,359

Quick answer

Next Level Insurance Agency LLC (Addison, TX) is the broker of record for 7 employer benefit plan sponsors on 11 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Next Level Insurance Agency LLC have?
Next Level Insurance Agency LLC is named as broker on Form 5500 Schedule A filings for 7 distinct plan sponsors.
Who are Next Level Insurance Agency LLC's largest employer clients?
By plan participants, the largest include Acec Life/Health Insurance Trust Benefit Consortium (35,940 participants), Loloi Inc. (567 participants) and Legacy Housing Corporation (436 participants).
How much does Next Level Insurance Agency LLC earn in commissions?
Insurers reported $416,016 in broker commissions and $1,359 in fees paid to Next Level Insurance Agency LLC for plan year 2025, per Schedule A Part 1.
Where is Next Level Insurance Agency LLC located?
Next Level Insurance Agency LLC is based in Addison, TX.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Next Level Insurance Agency LLC 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
Acec Life/Health Insurance Trust Benefit ConsortiumTX35,9402024-12-31
Loloi Inc.TX5672025-12-31
Legacy Housing CorporationTX4362024-12-31
4 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.