Shirlee Heard
Lubbock, TX
Shirlee Heard of Lubbock, TX is the broker of record on 4 Form 5500 Schedule A filings covering 2 employer benefit plans across 2 states, with $2,168 in reported broker commissions (plan year 2024).
Employer clients
Plan sponsors naming Shirlee Heard 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 |
|---|---|---|---|
| Umc Physicians | TX | 459 | 2016-12-31 |
| Umc Physicians | TX | 389 | 2017-12-31 |
| Umc Physicians | TX | 327 | 2018-12-31 |
Know who holds the account, and when it renews.
Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal date — from Form 5500 Schedule A, joined to funding rounds, executive hires and layoff notices.
Other benefits brokers in Texas
Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.