Prospera Financial Services
Dallas, TX
Prospera Financial Services of Dallas, TX is the broker of record on 22 Form 5500 Schedule A filings covering 12 employer benefit plans across 5 states, with $98,143 in reported broker commissions (plan year 2025).
Quick answer
Prospera Financial Services (Dallas, TX) is the broker of record for 12 employer benefit plan sponsors on 22 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Prospera Financial Services have?
- Prospera Financial Services is named as broker on Form 5500 Schedule A filings for 12 distinct plan sponsors in 5 states.
- Who are Prospera Financial Services's largest employer clients?
- By plan participants, the largest include 4front Engineered Solutions, Inc. (619 participants), Mizuho Orthopedic Systems, Inc (534 participants) and First Co. (476 participants).
- How much does Prospera Financial Services earn in commissions?
- Insurers reported $98,143 in broker commissions paid to Prospera Financial Services for plan year 2025, per Schedule A Part 1.
- Where is Prospera Financial Services located?
- Prospera Financial Services is based in Dallas, TX and has employer clients in 5 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Prospera Financial Services 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 |
|---|---|---|---|
| 4front Engineered Solutions, Inc. | TX | 619 | 2024-12-31 |
| Mizuho Orthopedic Systems, Inc | CA | 534 | 2025-12-31 |
| First Co. | TX | 476 | 2025-12-31 |
Sell through benefits brokers? Let us show you around.
Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.
Book a 20-minute walkthroughKnow 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.
Other benefits brokers in Texas
- Lockton Companies, LLC: 3,914 employer clients, $684,904,975 reported commissions (Dallas)
- Nfp Insurance Services Inc: 934 employer clients, $3,177,390 reported commissions (Austin)
- Higginbotham Insurance Agency: 613 employer clients, $47,794,640 reported commissions (Fort Worth)
- Boon Chapman Benefit Administrators: 439 employer clients, $5,202,289 reported commissions (Austin)
- Lockton Specialties, LLC: 460 employer clients, $1,958,770 reported commissions (Dallas)
- Kestra Investment Services LLC: 254 employer clients, $5,548,192 reported commissions (Austin)
- Usi Insurance Services Southwest: 363 employer clients, $24,658,435 reported commissions (Houston)
- Hub International Texas Inc: 237 employer clients, $21,233,131 reported commissions (San Antonio)
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.