Success Strategies Inc
Sulphur Springs, TX
Success Strategies Inc of Sulphur Springs, TX is the broker of record on 12 Form 5500 Schedule A filings covering 7 employer benefit plans across 4 states, with $10,689 in reported broker commissions (plan year 2025).
Quick answer
Success Strategies Inc (Sulphur Springs, TX) is the broker of record for 7 employer benefit plan sponsors on 12 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Success Strategies Inc have?
- Success Strategies Inc is named as broker on Form 5500 Schedule A filings for 7 distinct plan sponsors in 4 states.
- Who are Success Strategies Inc's largest employer clients?
- By plan participants, the largest include Heritage Medical Systems (4,733 participants), Northern Arizona Healthcare, Inc. (3,771 participants) and Patriot Growth Insurance Services, LLC (2,061 participants).
- How much does Success Strategies Inc earn in commissions?
- Insurers reported $10,689 in broker commissions paid to Success Strategies Inc for plan year 2025, per Schedule A Part 1.
- Where is Success Strategies Inc located?
- Success Strategies Inc is based in Sulphur Springs, TX and has employer clients in 4 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Success Strategies Inc 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 |
|---|---|---|---|
| Heritage Medical Systems | CA | 4,733 | 2025-12-31 |
| Northern Arizona Healthcare, Inc. | AZ | 3,771 | 2025-12-31 |
| Patriot Growth Insurance Services, LLC | PA | 2,061 | 2025-12-31 |
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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.