How many employer clients does Patricia R Aldape have?

Patricia R Aldape is named as broker on Form 5500 Schedule A filings for 7 distinct plan sponsors.

Who are Patricia R Aldape's largest employer clients?

By plan participants, the largest include Pronto Management, LLC (649 participants), Umc Physicians (459 participants) and Caruth Protection Services, LLC (214 participants).

How much does Patricia R Aldape earn in commissions?

Insurers reported $58,867 in broker commissions and $299 in fees paid to Patricia R Aldape for plan year 2025, per Schedule A Part 1.

Where is Patricia R Aldape located?

Patricia R Aldape is based in Arlington, TX.

Benefits Intelligence/Broker Directory/Texas

Patricia R Aldape

Arlington, TX

Patricia R Aldape of Arlington, TX is the broker of record on 9 Form 5500 Schedule A filings covering 7 employer benefit plans, with $58,867 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$58,867

plan year 2025

Reported fees

$299

Quick answer

Patricia R Aldape (Arlington, TX) is the broker of record for 7 employer benefit plan sponsors on 9 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Patricia R Aldape have?: Patricia R Aldape is named as broker on Form 5500 Schedule A filings for 7 distinct plan sponsors.
Who are Patricia R Aldape's largest employer clients?: By plan participants, the largest include Pronto Management, LLC (649 participants), Umc Physicians (459 participants) and Caruth Protection Services, LLC (214 participants).
How much does Patricia R Aldape earn in commissions?: Insurers reported $58,867 in broker commissions and $299 in fees paid to Patricia R Aldape for plan year 2025, per Schedule A Part 1.
Where is Patricia R Aldape located?: Patricia R Aldape is based in Arlington, TX.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Patricia R Aldape on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

Employer	State	Participants	Plan year end
Pronto Management, LLC	TX	649	2025-12-31
Umc Physicians	TX	459	2016-12-31
Caruth Protection Services, LLC	TX	214	2025-12-31

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.