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Benefits Intelligence/Broker Directory/Texas

Wells Fargo Ins Serv Usa Inc

Dallas, TX

Wells Fargo Ins Serv Usa Inc of Dallas, TX is the broker of record on 164 Form 5500 Schedule A filings covering 81 employer benefit plans across 19 states, with $6,351,492 in reported broker commissions (plan year 2022).

Employer clients
81
distinct plan sponsors
Schedule A filings
164
States served
19
Reported commissions
$6,351,492
plan year 2022
Reported fees
$1,106,726

Employer clients

Plan sponsors naming Wells Fargo Ins Serv Usa Inc 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
J.C. Penney Corporation, Inc. Tax Services - Ms1203TX175,5882010-12-31
Trueblue, Inc.WA4,1222017-12-31
Rack Room ShoesNC2,3432015-12-31
78 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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Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

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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.