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Benefits Intelligence/Broker Directory/Texas

Ovation Health & Life Services Inc

Dallas, TX

Ovation Health & Life Services Inc of Dallas, TX is the broker of record on 4 Form 5500 Schedule A filings covering 2 employer benefit plans across 2 states, with $52,519 in reported broker commissions (plan year 2025).

Employer clients
2
distinct plan sponsors
Schedule A filings
4
States served
2
Reported commissions
$52,519
plan year 2025

Quick answer

Ovation Health & Life Services Inc (Dallas, TX) is the broker of record for 2 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Ovation Health & Life Services Inc have?
Ovation Health & Life Services Inc is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors in 2 states.
Who are Ovation Health & Life Services Inc's largest employer clients?
By plan participants, the largest include Hoefer Welker, LLC (184 participants) and Brsi, Lp (179 participants).
How much does Ovation Health & Life Services Inc earn in commissions?
Insurers reported $52,519 in broker commissions paid to Ovation Health & Life Services Inc for plan year 2025, per Schedule A Part 1.
Where is Ovation Health & Life Services Inc located?
Ovation Health & Life Services Inc is based in Dallas, TX and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Ovation Health & Life Services 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
Hoefer Welker, LLCMO1842025-12-31
Brsi, LpTX1792026-02-28

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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.