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Benefits Intelligence/Broker Directory/Texas

Thomas L Jeffords

Mckinney, TX

Thomas L Jeffords of Mckinney, TX is the broker of record on 4 Form 5500 Schedule A filings covering 2 employer benefit plans across 2 states, with $2,127 in reported broker commissions (plan year 2025).

Employer clients
2
distinct plan sponsors
Schedule A filings
4
States served
2
Reported commissions
$2,127
plan year 2025
Reported fees
$100

Quick answer

Thomas L Jeffords (Mckinney, TX) is the broker of record for 2 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Thomas L Jeffords have?
Thomas L Jeffords is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors in 2 states.
Who are Thomas L Jeffords's largest employer clients?
By plan participants, the largest include W. G. Yates & Sons Construction Company & Affiliated Companies (1,309 participants) and Saber Financial Services, Lp (141 participants).
How much does Thomas L Jeffords earn in commissions?
Insurers reported $2,127 in broker commissions and $100 in fees paid to Thomas L Jeffords for plan year 2025, per Schedule A Part 1.
Where is Thomas L Jeffords located?
Thomas L Jeffords is based in Mckinney, TX and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Thomas L Jeffords 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
Saber Financial Services, LpTX1412025-12-31

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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.