Smith, Mathew W
Houston, TX
Smith, Mathew W of Houston, TX is the broker of record on 4 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $373 in reported broker commissions (plan year 2025).
Quick answer
Smith, Mathew W (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 Smith, Mathew W have?
- Smith, Mathew W is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 2 states.
- Who are Smith, Mathew W's largest employer clients?
- By plan participants, the largest include Lower Cape Fear Hospice, Inc. (452 participants), Northern Counties Health Care, Inc. (325 participants) and Groundworks Collaborative, Inc. (40 participants).
- How much does Smith, Mathew W earn in commissions?
- Insurers reported $373 in broker commissions paid to Smith, Mathew W for plan year 2025, per Schedule A Part 1.
- Where is Smith, Mathew W located?
- Smith, Mathew W is based in Houston, TX and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Smith, Mathew W 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 |
|---|---|---|---|
| Lower Cape Fear Hospice, Inc. | NC | 452 | 2025-12-31 |
| Northern Counties Health Care, Inc. | VT | 325 | 2025-03-31 |
| Groundworks Collaborative, Inc. | VT | 40 | 2025-06-30 |
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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.