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408 insurance / financial services employers in Texas have substantive broker records on their Form 5500 filings. Median disclosed broker cost in this group runs about $23 per participant per month. Open any company to see its broker of record, disclosed compensation, and benefit lines — or step back to all Texas employers.
| Company | Industry | Plan type | Participants | Latest filing | Broker comp |
|---|---|---|---|---|---|
| ALLSTATE INS CO | Insurance / Financial Services | Self-funded | 39K | 2024 | Disclosed |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | Insurance / Financial Services | Self-funded | 37K | 2025 | Disclosed |
| ACEC LIFE/HEALTH INSURANCE TRUST BENEFIT CONSORTIUM | Insurance / Financial Services | Self-funded | 36K | 2025 | Disclosed |
| THE CHARLES SCHWAB CORPORATION | Insurance / Financial Services | Self-funded | 32K | 2024 | Disclosed |
| HEALTH CARE SERVICE CORPORATION A MUTUAL LEGAL RESERVE CO | Insurance / Financial Services | Self-funded | 30K | 2025 | Disclosed |
| TEXAS SONIC EMPLOYERS TRADE ASSOCIATION, INC. | Insurance / Financial Services | Self-funded | 18K | 2024 | Disclosed |
| TRUSTEES OF IBEW - NECA SWHBF | Insurance / Financial Services | Self-funded | 10K | 2024 | Disclosed |
| MARSH AND MCLENNAN AGENCY LLC | Insurance / Financial Services | Self-funded | 8.4K | 2025 | Disclosed |
| COMERICA INCORPORATED | Insurance / Financial Services | Self-funded | 7.9K | 2024 | Disclosed |
| GENERAL MOTORS FINANCIAL COMPANY, INC. | Insurance / Financial Services | Self-funded | 6.9K | 2025 | Disclosed |
| SVB FINANCIAL GROUP | Insurance / Financial Services | Self-funded | 6.8K | 2023 | Disclosed |
| CALIBER HOME LOANS, INC. | Insurance / Financial Services | Self-funded | 6.8K | 2022 | Disclosed |
| AEU HOLDING LLC | Insurance / Financial Services | Self-funded | 6.6K | 2024 | Disclosed |
| CULLEN/FROST BANKERS, INC. | Insurance / Financial Services | Self-funded | 6K | 2024 | Disclosed |
| INTEGRITY MARKETING GROUP | Insurance / Financial Services | Self-funded | 5.8K | 2025 | Disclosed |
| FDIC AS RECEIVER FOR FIRST REPUBLIC BANK | Insurance / Financial Services | Self-funded | 5.1K | 2023 | Disclosed |
| FISHER ASSET MANAGEMENT, LLC DBA FISHER INVESTMENTS | Insurance / Financial Services | Self-funded | 5.1K | 2025 | Disclosed |
| VELERA SOLUTIONS, LLC | Insurance / Financial Services | Self-funded | 4.9K | 2025 | Disclosed |
| COREBRIDGE FINANCIAL, INC | Insurance / Financial Services | Self-funded | 4.7K | 2025 | Disclosed |
| WOODFOREST FINANCIAL GROUP | Insurance / Financial Services | Self-funded | 4.4K | 2025 | Disclosed |
| NATIONSTAR MORTGAGE | Insurance / Financial Services | Self-funded | 4.2K | 2025 | Disclosed |
| FIRST COMMUNITY BANCSHARES, INC. | Insurance / Financial Services | Self-funded | 3.2K | 2025 | Disclosed |
| MCR INVESTORS LLC | Insurance / Financial Services | Self-funded | 3.1K | 2024 | Disclosed |
| HIGGINBOTHAM INSURANCE AGENCY | Insurance / Financial Services | Self-funded | 3.1K | 2025 | Disclosed |
| HILLTOP HOLDINGS INC. | Insurance / Financial Services | Self-funded | 3K | 2024 | Disclosed |
| HCC INSURANCE HOLDINGS, INC. | Insurance / Financial Services | Self-funded | 2.7K | 2024 | Disclosed |
| AMERICAN NATIONAL GROUP SERVICES, LLC | Insurance / Financial Services | Self-funded | 2.4K | 2023 | Disclosed |
| RANDOLPH-BROOKS FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 2.1K | 2025 | Disclosed |
| FRED LOYA INSURANCE AGENCY INC | Insurance / Financial Services | Fully insured | 2K | 2022 | Disclosed |
| PROSPERITY BANK | Insurance / Financial Services | Self-funded | 2K | 2025 | Disclosed |
| SECURITY SERVICE FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 2K | 2025 | Disclosed |
| EXETER FINANCE LLC | Insurance / Financial Services | Self-funded | 1.9K | 2025 | Disclosed |
| HIGGINBOTHAM INSURANCE AGENCY | Insurance / Financial Services | Fully insured | 1.9K | 2022 | Disclosed |
| TEXAS CAPITAL BANCSHARES, INC | Insurance / Financial Services | Self-funded | 1.8K | 2024 | Disclosed |
| SOUTHWEST BUSINESS CORPORATION | Insurance / Financial Services | Self-funded | 1.8K | 2024 | Disclosed |
| SOUTHEAST REGIONAL COUNCIL OF THE NATIONAL ASSOCIATION | Insurance / Financial Services | Self-funded | 1.7K | 2024 | Disclosed |
| GOOSEHEAD INSURANCE AGENCY | Insurance / Financial Services | Self-funded | 1.7K | 2024 | Disclosed |
| AMYNTA AGENCY INC | Insurance / Financial Services | Self-funded | 1.7K | 2025 | Disclosed |
| PLUMBERS LOCAL UNION NO. 68 WELFARE FUND | Insurance / Financial Services | Self-funded | 1.6K | 2024 | Disclosed |
| EHEALTHINSURANCE SERVICES, INC. | Insurance / Financial Services | Self-funded | 1.5K | 2025 | Disclosed |
| INDEPENDENT BANK | Insurance / Financial Services | Self-funded | 1.5K | 2024 | Disclosed |
| TPG GLOBAL, LLC | Insurance / Financial Services | Self-funded | 1.5K | 2025 | Disclosed |
| TRIUMPH FINANCIAL, INC. | Insurance / Financial Services | Self-funded | 1.4K | 2025 | Disclosed |
| INTERNATIONAL BANCSHARES CORPORATE | Insurance / Financial Services | Self-funded | 1.4K | 2024 | Disclosed |
| STELLANTIS FINANCIAL SERVICES, INC. | Insurance / Financial Services | Self-funded | 1.3K | 2025 | Disclosed |
| AMERICAN NATIONAL GROUP SERVICES, LLC | Insurance / Financial Services | Self-funded | 1.3K | 2025 | Disclosed |
| WILLIAM C SHADDOCK INHERITORS TRUST | Insurance / Financial Services | Self-funded | 1.3K | 2024 | Disclosed |
| ORIX CORPORATION USA | Insurance / Financial Services | Self-funded | 1.2K | 2024 | Disclosed |
| MCCOMBS FAMILY PARTNERS, LTD | Insurance / Financial Services | Self-funded | 1.2K | 2024 | Disclosed |
| DIMENSIONAL INVESTMENT, LLC | Insurance / Financial Services | Self-funded | 1.2K | 2025 | Disclosed |
| TEXAS FARM BUREAU | Insurance / Financial Services | Self-funded | 1.1K | 2025 | Disclosed |
| STELLAR BANK | Insurance / Financial Services | Self-funded | 1.1K | 2025 | Disclosed |
| PLANET FINANCIAL GROUP, LLC | Insurance / Financial Services | Self-funded | 1.1K | 2024 | Disclosed |
| CSW INDUSTRIALS, INC. | Insurance / Financial Services | Self-funded | 1K | 2025 | Disclosed |
| ALLCAT CLAIMS SERVICES, L.P | Insurance / Financial Services | Self-funded | 1K | 2025 | Disclosed |
| TEXAS MUTUAL INSURANCE COMPANY | Insurance / Financial Services | Self-funded | 985 | 2025 | Disclosed |
| EVERETT FINANCIAL, INC. DBA SUPREME LENDING | Insurance / Financial Services | Self-funded | 985 | 2024 | Disclosed |
| CONSOLIDATED ASSOCIATIONS OF RAILROAD EMPLOYEES HEALTH CARE TRUST | Insurance / Financial Services | Self-funded | 955 | 2025 | Disclosed |
| KESTRA FINANCIAL, INC. | Insurance / Financial Services | Self-funded | 948 | 2025 | Disclosed |
| A-MAX INSURANCE SERVICES, INC. | Insurance / Financial Services | Fully insured | 931 | 2024 | Disclosed |
| HMG SERVICES, LLC | Insurance / Financial Services | Self-funded | 927 | 2025 | Disclosed |
| BEPCO, L.P. | Insurance / Financial Services | Self-funded | 894 | 2025 | Disclosed |
| GREEN DOT CORPORATION | Insurance / Financial Services | Self-funded | 880 | 2025 | Disclosed |
| BARRI MONEY SERVICES | Insurance / Financial Services | Fully insured | 879 | 2022 | Disclosed |
| VERITEX COMMUNITY BANK | Insurance / Financial Services | Self-funded | 860 | 2024 | Disclosed |
| GECU | Insurance / Financial Services | Self-funded | 857 | 2025 | Disclosed |
| DDG, INC. | Insurance / Financial Services | Fully insured | 832 | 2025 | Disclosed |
| CREDIT HUMAN FEDERAL CREDIT UNION | Insurance / Financial Services | Fully insured | 830 | 2024 | Disclosed |
| HEALTH IQ | Insurance / Financial Services | Self-funded | 809 | 2022 | Disclosed |
| AMERICAN ASSOCIATION OF BUSINESS NETWORKING | Insurance / Financial Services | Self-funded | 787 | 2025 | Disclosed |
| FINANCE OF AMERICA EQUITY CAPITAL LLC | Insurance / Financial Services | Self-funded | 768 | 2025 | Disclosed |
| THE AMHERST GROUP | Insurance / Financial Services | Self-funded | 765 | 2025 | Disclosed |
| UNIVERSITY FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 755 | 2024 | Disclosed |
| GILLMAN SERVICES, INC. | Insurance / Financial Services | Self-funded | 754 | 2025 | Disclosed |
| CENTERSTONE INSURANCE & FINANCIAL SERVICES DBA BENEFITMALL | Insurance / Financial Services | Self-funded | 751 | 2022 | Disclosed |
| FLATONIA INVESTMENTS LLC ENVOY MORTGAGE, LTD | Insurance / Financial Services | Self-funded | 724 | 2021 | Disclosed |
| S2C PARTNERS, LLC | Insurance / Financial Services | Self-funded | 705 | 2025 | Disclosed |
| AMARILLO NATIONAL BANK | Insurance / Financial Services | Self-funded | 700 | 2024 | Disclosed |
| CROW FAMILY, INC. | Insurance / Financial Services | Self-funded | 700 | 2025 | Disclosed |
| EMPLOYER DIRECT HEALTHCARE, LLC | Insurance / Financial Services | Self-funded | 696 | 2025 | Disclosed |
| FIRST GUARANTY MORTGAGE CORPORATION | Insurance / Financial Services | Self-funded | 691 | 2021 | Disclosed |
| SOUTHSIDE BANCSHARES, INC. | Insurance / Financial Services | Fully insured | 683 | 2025 | Disclosed |
| ARGO GROUP US, INC. | Insurance / Financial Services | Self-funded | 673 | 2025 | Disclosed |
| VISTA EQUITY PARTNERS MANAGEMENT, LLC | Insurance / Financial Services | Self-funded | 660 | 2025 | Disclosed |
| RALLY CREDIT UNION | Insurance / Financial Services | Self-funded | 657 | 2024 | Disclosed |
| AGBENEFITS | Insurance / Financial Services | Self-funded | 649 | 2018 | Disclosed |
| CORNERSTONE CAPITAL BANK, SSB | Insurance / Financial Services | Self-funded | 644 | 2025 | Disclosed |
| COTTONWOOD FINANCIAL ADMINISTRATIVE SERVICES, LLC | Insurance / Financial Services | Self-funded | 629 | 2024 | Disclosed |
| TEXAS DOW EMPLOYEES CREDIT UNION | Insurance / Financial Services | Self-funded | 620 | 2025 | Disclosed |
| ARK-LA-TEX FINANCIAL SERVICES, LLC DBA BENCHMARK MORTGAGE | Insurance / Financial Services | Self-funded | 610 | 2025 | Disclosed |
| SKYWARD SPECIALTY INSURANCE GROUP, INC. | Insurance / Financial Services | Self-funded | 607 | 2025 | Disclosed |
| ETHOS GROUP RESOURCES INC | Insurance / Financial Services | Self-funded | 606 | 2025 | Disclosed |
| BROADWAY NATIONAL BANK | Insurance / Financial Services | Self-funded | 597 | 2025 | Disclosed |
| COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST, INC. | Insurance / Financial Services | Self-funded | 591 | 2023 | Disclosed |
| 8AM LLC | Insurance / Financial Services | Self-funded | 584 | 2025 | Disclosed |
| TEXAS REGIONAL BANK | Insurance / Financial Services | Fully insured | 575 | 2024 | Disclosed |
| THE AMERICAN NATIONAL BANK OF TEXAS | Insurance / Financial Services | Self-funded | 571 | 2024 | Disclosed |
| FIRST COMMAND FINANCIAL PLANNING | Insurance / Financial Services | Self-funded | 570 | 2025 | Disclosed |
| CREDIT UNION OF TEXAS | Insurance / Financial Services | Self-funded | 568 | 2024 | Disclosed |
| HEALTHSMART BENEFITS MANAGEMENT, LLC | Insurance / Financial Services | Self-funded | 565 | 2023 | Disclosed |
Sourced from Form 5500 filings as submitted to the U.S. Department of Labor. Dataset refreshed October 7, 2026. Plan years are labeled by the year they begin, so a July 2024 – June 2025 plan year is 2024. Filings may lag 12–18 months behind the current plan year.