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Benefits Intelligence/Broker Directory/Texas

Willis Towers Watson Ins Ser West

Dallas, TX

Willis Towers Watson Ins Ser West of Dallas, TX is the broker of record on 4 Form 5500 Schedule A filings covering 4 employer benefit plans across 2 states, with $86,898 in reported broker commissions (plan year 2025).

Employer clients
4
distinct plan sponsors
Schedule A filings
4
States served
2
Reported commissions
$86,898
plan year 2025
Reported fees
$10,798

Quick answer

Willis Towers Watson Ins Ser West (Dallas, TX) is the broker of record for 4 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Willis Towers Watson Ins Ser West have?
Willis Towers Watson Ins Ser West is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 2 states.
Who are Willis Towers Watson Ins Ser West's largest employer clients?
By plan participants, the largest include Solari, Inc. (760 participants), Suns Legacy Partners, LLC (641 participants) and Integrated Real Estate Group (418 participants).
How much does Willis Towers Watson Ins Ser West earn in commissions?
Insurers reported $86,898 in broker commissions and $10,798 in fees paid to Willis Towers Watson Ins Ser West for plan year 2025, per Schedule A Part 1.
Where is Willis Towers Watson Ins Ser West located?
Willis Towers Watson Ins Ser West is based in Dallas, TX and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Willis Towers Watson Ins Ser West 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
Solari, Inc.AZ7602025-12-31
Suns Legacy Partners, LLCAZ6412024-12-31
Integrated Real Estate GroupTX4182025-08-31
1 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.