Fundz
Fundz
Benefits Intelligence/Broker Directory/Texas

Wortham San Antonio, Inc.

San Antonio, TX

Wortham San Antonio, Inc. of San Antonio, TX is the broker of record on 8 Form 5500 Schedule A filings covering 1 employer benefit plans, with $30,656 in reported broker commissions (plan year 2024).

Employer clients
1
distinct plan sponsors
Schedule A filings
8
States served
1
Reported commissions
$30,656
plan year 2024
Reported fees
$169,670

Quick answer

Wortham San Antonio, Inc. (San Antonio, TX) is the broker of record for 1 employer benefit plan sponsor on 8 Form 5500 Schedule A filings, plan year 2024.

How many employer clients does Wortham San Antonio, Inc. have?
Wortham San Antonio, Inc. is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Wortham San Antonio, Inc.'s largest employer clients?
By plan participants, the largest include Urban Concrete Contractors Ltd (140 participants).
How much does Wortham San Antonio, Inc. earn in commissions?
Insurers reported $30,656 in broker commissions and $169,670 in fees paid to Wortham San Antonio, Inc. for plan year 2024, per Schedule A Part 1.
Where is Wortham San Antonio, Inc. located?
Wortham San Antonio, Inc. is based in San Antonio, TX.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Wortham San Antonio, 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
Urban Concrete Contractors LtdTX1402025-05-31

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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.