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Benefits Intelligence/Broker Directory/Texas

Steven Wood

San Antonio, TX

Steven Wood of San Antonio, TX is the broker of record on 11 Form 5500 Schedule A filings covering 7 employer benefit plans across 3 states, with $11,248 in reported broker commissions (plan year 2025).

Employer clients
7
distinct plan sponsors
Schedule A filings
11
States served
3
Reported commissions
$11,248
plan year 2025
Reported fees
$3,889

Quick answer

Steven Wood (San Antonio, TX) is the broker of record for 7 employer benefit plan sponsors on 11 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Steven Wood have?
Steven Wood is named as broker on Form 5500 Schedule A filings for 7 distinct plan sponsors in 3 states.
Who are Steven Wood's largest employer clients?
By plan participants, the largest include W. G. Yates & Sons Construction Company & Affiliated Companies (1,309 participants), Lone Star Beef Processors, Lp (503 participants) and Spark Power Corp. (266 participants).
How much does Steven Wood earn in commissions?
Insurers reported $11,248 in broker commissions and $3,889 in fees paid to Steven Wood for plan year 2025, per Schedule A Part 1.
Where is Steven Wood located?
Steven Wood is based in San Antonio, TX and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

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

EmployerStateParticipantsPlan year end
W. G. Yates & Sons Construction Company & Affiliated CompaniesMS1,3092025-12-31
Lone Star Beef Processors, LpTX5032025-12-31
Spark Power Corp.TX2662025-12-31
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.