Pendleton, Russell
Houston, TX
Pendleton, Russell of Houston, TX is the broker of record on 4 Form 5500 Schedule A filings covering 3 employer benefit plans across 3 states, with $10,969 in reported broker commissions (plan year 2025).
Quick answer
Pendleton, Russell (Houston, TX) is the broker of record for 3 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Pendleton, Russell have?
- Pendleton, Russell is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 3 states.
- Who are Pendleton, Russell's largest employer clients?
- By plan participants, the largest include Ballad Health (13,366 participants), Ozarks Area Community Action Corporation (421 participants) and Winslow Memorial Hospital (275 participants).
- How much does Pendleton, Russell earn in commissions?
- Insurers reported $10,969 in broker commissions paid to Pendleton, Russell for plan year 2025, per Schedule A Part 1.
- Where is Pendleton, Russell located?
- Pendleton, Russell is based in Houston, TX and has employer clients in 3 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Pendleton, Russell 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 |
|---|---|---|---|
| Ballad Health | TN | 13,366 | 2025-06-30 |
| Ozarks Area Community Action Corporation | MO | 421 | 2025-12-31 |
| Winslow Memorial Hospital | AZ | 275 | 2024-12-31 |
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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.