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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 |
|---|---|---|---|---|---|
| LONE STAR NATIONAL BANK | Insurance / Financial Services | Self-funded | 549 | 2024 | Disclosed |
| CAREINGTON INTERNATIONAL CORP | Insurance / Financial Services | Self-funded | 534 | 2025 | Disclosed |
| SOUTH PLAINS FINANCIAL, INC. | Insurance / Financial Services | Self-funded | 521 | 2024 | Disclosed |
| COMMUNITYBANK OF TEXAS, N.A. | Insurance / Financial Services | Self-funded | 520 | 2022 | Disclosed |
| BBG, INC. | Insurance / Financial Services | Self-funded | 514 | 2024 | Disclosed |
| ASSOCIATION MEMBER BENEFITS ADVISORS, LLC | Insurance / Financial Services | Self-funded | 508 | 2025 | Disclosed |
| LD SERVICES, LLC | Insurance / Financial Services | Self-funded | 507 | 2025 | Disclosed |
| HEARTLAND SECURITY INSURANCE GROUP | Insurance / Financial Services | Fully insured | 506 | 2025 | Disclosed |
| AMERICAN NATIONAL BANK AND TRUST | Insurance / Financial Services | Self-funded | 500 | 2025 | Disclosed |
| AMERICAN FIRST NATIONAL BANK | Insurance / Financial Services | Self-funded | 498 | 2025 | Disclosed |
| FUNERAL DIRECTORS LIFE INSURANCE COMPANY | Insurance / Financial Services | Self-funded | 495 | 2025 | Disclosed |
| AUSTIN BANK | Insurance / Financial Services | Self-funded | 494 | 2025 | Disclosed |
| THE SAVINGS GROUP, INC. | Insurance / Financial Services | Fully insured | 488 | 2024 | Disclosed |
| FIRST UNITED BANK | Insurance / Financial Services | Fully insured | 484 | 2025 | Disclosed |
| VANTAGE BANK TEXAS | Insurance / Financial Services | Self-funded | 483 | 2024 | Disclosed |
| BIRCHSTONE RESIDENTIAL | Insurance / Financial Services | Fully insured | 480 | 2025 | Disclosed |
| HUDSON ADVISORS L.P. | Insurance / Financial Services | Self-funded | 469 | 2024 | Disclosed |
| VERABANK, N.A. | Insurance / Financial Services | Self-funded | 465 | 2024 | Disclosed |
| MITRA QSR KNE, LLC | Insurance / Financial Services | Fully insured | 451 | 2025 | Disclosed |
| OLNEY BANCSHARES OF TEXAS, INC. | Insurance / Financial Services | Self-funded | 450 | 2025 | Disclosed |
| TEXAS BANK & TRUST COMPANY | Insurance / Financial Services | Self-funded | 448 | 2024 | Disclosed |
| FIRST AMERICAN PAYMENT SYSTEMS INC | Insurance / Financial Services | Self-funded | 443 | 2022 | Disclosed |
| SHELL FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 441 | 2024 | Disclosed |
| OURO GLOBAL, INC. | Insurance / Financial Services | Self-funded | 441 | 2024 | Disclosed |
| THRIVE MORTGAGE, LLC | Insurance / Financial Services | Self-funded | 439 | 2024 | Disclosed |
| HIGHLANDS RESIDENTIAL MORTGAGE | Insurance / Financial Services | Self-funded | 436 | 2025 | Disclosed |
| GROUP & PENSION ADMINISTRATORS, LLC | Insurance / Financial Services | Self-funded | 435 | 2021 | Disclosed |
| WESTERN SHAMROCK CORPORATION | Insurance / Financial Services | Fully insured | 429 | 2025 | Disclosed |
| JSC FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 423 | 2025 | Disclosed |
| A PLUS FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 417 | 2024 | Disclosed |
| U.S. MONEY RESERVE | Insurance / Financial Services | Self-funded | 413 | 2024 | Disclosed |
| MUFG CAPITAL ANALYTICS, LLC | Insurance / Financial Services | Self-funded | 411 | 2025 | Disclosed |
| RISK THEORY, LLC | Insurance / Financial Services | Self-funded | 407 | 2025 | Disclosed |
| EECU | Insurance / Financial Services | Self-funded | 400 | 2025 | Disclosed |
| THIRD COAST BANK | Insurance / Financial Services | Fully insured | 396 | 2024 | Disclosed |
| OBRA CAPITAL INC. | Insurance / Financial Services | Self-funded | 396 | 2024 | Disclosed |
| FDIC AS RECEIVER FOR REPUBLIC FIRST BANK | Insurance / Financial Services | Self-funded | 393 | 2024 | Disclosed |
| TEXAS ASSOCIATION OF COUNTY OFFICIALS | Insurance / Financial Services | Fully insured | 391 | 2022 | Disclosed |
| FARMERS BANK & TRUST COMPANY | Insurance / Financial Services | Self-funded | 386 | 2025 | Disclosed |
| LACORE ENTERPRISES, LLC | Insurance / Financial Services | Self-funded | 385 | 2024 | Disclosed |
| TEXANA BANK; LINDEN BANCSHARES, INC. | Insurance / Financial Services | Fully insured | 377 | 2025 | Disclosed |
| APEX CAPITAL CORP | Insurance / Financial Services | Self-funded | 366 | 2025 | Disclosed |
| PROFESSIONAL DIRECTIONAL ENTERPRISES | Insurance / Financial Services | Fully insured | 366 | 2024 | Disclosed |
| ELEVATE CREDIT SERVICE, LLC | Insurance / Financial Services | Self-funded | 364 | 2025 | Disclosed |
| FIRST COMMUNITY CREDIT UNION | Insurance / Financial Services | Self-funded | 364 | 2024 | Disclosed |
| GUARANTY BANCSHARES, INC. | Insurance / Financial Services | Self-funded | 360 | 2025 | Disclosed |
| AMERICAN FIRST FINANCE | Insurance / Financial Services | Fully insured | 359 | 2021 | Disclosed |
| RED RIVER EMPLOYEES FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 352 | 2025 | Disclosed |
| NATIONAL WESTERN LIFE INSURANCE CO. | Insurance / Financial Services | Self-funded | 334 | 2024 | Disclosed |
| SPIRIT OF TEXAS BANK, SSB | Insurance / Financial Services | Self-funded | 329 | 2022 | Disclosed |
| JEFFERSON BANK | Insurance / Financial Services | Self-funded | 328 | 2024 | Disclosed |
| NATIONAL HEALTHCARE SOLUTIONS, INC. | Insurance / Financial Services | Self-funded | 326 | 2025 | Disclosed |
| AMOCO FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 326 | 2024 | Disclosed |
| SILVER VENTURES, INC. | Insurance / Financial Services | Self-funded | 326 | 2025 | Disclosed |
| CLICK N' CLOSE, INC. | Insurance / Financial Services | Fully insured | 318 | 2025 | Disclosed |
| INSIGHT CAPITAL INVESTMENT COMPANY, LTD | Insurance / Financial Services | Fully insured | 318 | 2015 | Disclosed |
| AMERICAN BANK HOLDING CORPORATION | Insurance / Financial Services | Self-funded | 315 | 2025 | Disclosed |
| TEXAS TRUST CREDIT UNION | Insurance / Financial Services | Self-funded | 314 | 2024 | Disclosed |
| INVESTMENT CORPORATION OF AMERICA | Insurance / Financial Services | Self-funded | 314 | 2025 | Disclosed |
| WESTSTAR BANK | Insurance / Financial Services | Fully insured | 313 | 2024 | Disclosed |
| ADVANCIAL FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 309 | 2025 | Disclosed |
| CHAVER CAPITAL MANAGEMENT, LLC | Insurance / Financial Services | Fully insured | 309 | 2025 | Disclosed |
| TEXAS INDEPENDENT BANCSHARES | Insurance / Financial Services | Self-funded | 308 | 2025 | Disclosed |
| SUSSER BANK | Insurance / Financial Services | Self-funded | 307 | 2024 | Disclosed |
| INSURANCEZEBRA, INC | Insurance / Financial Services | Self-funded | 306 | 2025 | Disclosed |
| HALLMARK FINANCIAL SERVICES, INC. | Insurance / Financial Services | Self-funded | 303 | 2025 | Disclosed |
| TEXANS CREDIT UNION | Insurance / Financial Services | Self-funded | 300 | 2025 | Disclosed |
| NEXPOINT ADVISORS, LP | Insurance / Financial Services | Self-funded | 294 | 2025 | Disclosed |
| SECURITY STATE BANK & TRUST | Insurance / Financial Services | Fully insured | 294 | 2024 | Disclosed |
| TEXASBANK | Insurance / Financial Services | Fully insured | 290 | 2024 | Disclosed |
| FAMILY HOSPITAL MANAGEMENT CO. LLC | Insurance / Financial Services | Self-funded | 281 | 2025 | Disclosed |
| RIO BANK | Insurance / Financial Services | Self-funded | 278 | 2024 | Disclosed |
| CITIZENS NATIONAL BANK OF TEXAS | Insurance / Financial Services | Fully insured | 277 | 2025 | Disclosed |
| OPEN MORTGAGE, LLC | Insurance / Financial Services | Self-funded | 277 | 2022 | Disclosed |
| FALCON INTERNATIONAL BANK | Insurance / Financial Services | Self-funded | 275 | 2025 | Disclosed |
| COMMUNITY NATIONAL BANK | Insurance / Financial Services | Fully insured | 273 | 2024 | Disclosed |
| PRISM ONE SOLUTIONS LLC | Insurance / Financial Services | Self-funded | 272 | 2025 | Disclosed |
| FIRSTLIGHT FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 271 | 2025 | Disclosed |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | Insurance / Financial Services | Self-funded | 270 | 2025 | Disclosed |
| HENRY INVESTMENT GROUP, LLC | Insurance / Financial Services | Self-funded | 269 | 2025 | Disclosed |
| RAVE FINANCIAL CREDIT UNION | Insurance / Financial Services | Self-funded | 268 | 2024 | Disclosed |
| DCMM RENTAL ONE LTD | Insurance / Financial Services | Self-funded | 267 | 2022 | Disclosed |
| ENVOY MORTGAGE, LTD | Insurance / Financial Services | Self-funded | 264 | 2023 | Disclosed |
| SELF FINANCIAL, INC. | Insurance / Financial Services | Self-funded | 263 | 2025 | Disclosed |
| CAPITAL PRECAST HOLDINGS, LLC | Insurance / Financial Services | Self-funded | 263 | 2023 | Disclosed |
| OPPORTUNE LLP | Insurance / Financial Services | Self-funded | 262 | 2025 | Disclosed |
| CONTINENTAL INSURANCE GROUP, LTD. | Insurance / Financial Services | Self-funded | 262 | 2025 | Disclosed |
| MANHATTAN LIFE GROUP INC | Insurance / Financial Services | Self-funded | 260 | 2025 | Disclosed |
| BEAL SERVICE CORPORATION | Insurance / Financial Services | Self-funded | 256 | 2025 | Disclosed |
| FIRST STATE BANK | Insurance / Financial Services | Fully insured | 254 | 2025 | Disclosed |
| NEW ERA LIFE INSURANCE COMPANY | Insurance / Financial Services | Self-funded | 252 | 2024 | Disclosed |
| CITIZENS, INC. | Insurance / Financial Services | Self-funded | 245 | 2025 | Disclosed |
| FIRST COMMUNITY BANK | Insurance / Financial Services | Fully insured | 244 | 2023 | Disclosed |
| INTERFLEX PAYMENTS, LLC | Insurance / Financial Services | Self-funded | 242 | 2025 | Disclosed |
| ETHOS TECHNOLOGIES INC. | Insurance / Financial Services | Self-funded | 242 | 2025 | Disclosed |
| NEWPOINT REAL ESTATE CAPITAL LLC | Insurance / Financial Services | Self-funded | 242 | 2022 | Disclosed |
| FIRSTBANK SOUTHWEST | Insurance / Financial Services | Self-funded | 241 | 2025 | Disclosed |
| MEDEANALYTICS, INC. | Insurance / Financial Services | Self-funded | 239 | 2024 | Disclosed |
| BOWEN, MICLETTE & BRITT INSURANCE AGENCY, LLC | Insurance / Financial Services | Self-funded | 238 | 2023 | Disclosed |
| CERTAINTY HOME LOANS, LLC | Insurance / Financial Services | Self-funded | 237 | 2022 | 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.