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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 |
|---|---|---|---|---|---|
| THE ROSEWOOD CORPORATION | Insurance / Financial Services | Self-funded | 142 | 2024 | Disclosed |
| USCA MANAGEMENT COMPANY LLC | Insurance / Financial Services | Fully insured | 142 | 2025 | Disclosed |
| EPAY3, LLC | Insurance / Financial Services | Fully insured | 141 | 2025 | Disclosed |
| DPR INVESTMENTS, INC. | Insurance / Financial Services | Fully insured | 140 | 2021 | Disclosed |
| AMERICA BANCSHARES INC. | Insurance / Financial Services | Self-funded | 140 | 2025 | Disclosed |
| EDUCATION CREDIT UNION | Insurance / Financial Services | Self-funded | 138 | 2024 | Disclosed |
| COMPLEX COMMUNITY FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 138 | 2025 | Disclosed |
| AMERICAN CONTRACTORS INSURANCE GROUP | Insurance / Financial Services | Fully insured | 137 | 2025 | Disclosed |
| DOLEX DOLLAR EXPRESS, INC. | Insurance / Financial Services | Self-funded | 136 | 2023 | Disclosed |
| UNION SQUARE CREDIT UNION | Insurance / Financial Services | Self-funded | 136 | 2025 | Disclosed |
| UNCHAINED CAPITAL, INC. | Insurance / Financial Services | Self-funded | 136 | 2025 | Disclosed |
| SYMPHONY RISK SOLUTIONS LLC | Insurance / Financial Services | Self-funded | 135 | 2025 | Disclosed |
| EAST TEXAS FINANCIAL CORPORATION | Insurance / Financial Services | Fully insured | 135 | 2024 | Disclosed |
| PROVIDENCE TITLE COMPANY | Insurance / Financial Services | Self-funded | 134 | 2025 | Disclosed |
| WESTERN BANK | Insurance / Financial Services | Self-funded | 134 | 2025 | Disclosed |
| TEXAS TECH FEDERAL CREDIT UNION | Insurance / Financial Services | Fully insured | 134 | 2025 | Disclosed |
| SOUTHERN BANCSHARES, INC. | Insurance / Financial Services | Self-funded | 133 | 2025 | Disclosed |
| CD JOHNSON COMPANIES, INC | Insurance / Financial Services | Fully insured | 132 | 2024 | Disclosed |
| THE BANK & TRUST S.S.B. | Insurance / Financial Services | Fully insured | 132 | 2025 | Disclosed |
| LA FAMILIA AGENCY LLC | Insurance / Financial Services | Fully insured | 131 | 2025 | Disclosed |
| SOARION FEDERAL CREDIT UNION | Insurance / Financial Services | Fully insured | 131 | 2025 | Disclosed |
| FIRST NATIONAL BANK OF EAST TEXAS | Insurance / Financial Services | Fully insured | 131 | 2025 | Disclosed |
| ASSOCIATION HEALTH CARE MANAGEMENT, INC | Insurance / Financial Services | Fully insured | 130 | 2024 | Disclosed |
| FISHER RETIREMENT SOLUTIONS, LLC | Insurance / Financial Services | Fully insured | 129 | 2024 | Disclosed |
| FIRST COMMUNITY BANK | Insurance / Financial Services | Fully insured | 128 | 2025 | Disclosed |
| THE UNIVERSITY OF TEXAS/TEXAS A&M INVESTMENT MANAGEMENT COMPANY | Insurance / Financial Services | Fully insured | 128 | 2024 | Disclosed |
| CIERA BANK | Insurance / Financial Services | Self-funded | 128 | 2025 | Disclosed |
| PIONEER BANK SSB | Insurance / Financial Services | Self-funded | 127 | 2022 | Disclosed |
| GOLDEN BANK, N.A. | Insurance / Financial Services | Self-funded | 125 | 2025 | Disclosed |
| AMERICA'S CREDIT UNION | Insurance / Financial Services | Fully insured | 124 | 2025 | Disclosed |
| EAST TEXAS BANCSHARES, INC. | Insurance / Financial Services | Fully insured | 124 | 2025 | Disclosed |
| METHOD INSURANCE SERVICES, LLC | Insurance / Financial Services | Fully insured | 124 | 2025 | Disclosed |
| DIRECTIONS EQUITY, LLC | Insurance / Financial Services | Self-funded | 121 | 2021 | Disclosed |
| R BANK TEXAS | Insurance / Financial Services | Self-funded | 121 | 2024 | Disclosed |
| ASURITY TECHNOLOGIES, LLC | Insurance / Financial Services | Fully insured | 121 | 2025 | Disclosed |
| TEXAS GULF BANK, N.A. | Insurance / Financial Services | Fully insured | 121 | 2025 | Disclosed |
| TEXAS BAY AREA CREDIT UNION | Insurance / Financial Services | Self-funded | 121 | 2025 | Disclosed |
| SOUTHWEST BANK | Insurance / Financial Services | Self-funded | 120 | 2024 | Disclosed |
| GOVERNMENT PERSONNEL MUTUAL LIFE INSURANCE COMPANY | Insurance / Financial Services | Self-funded | 119 | 2022 | Disclosed |
| W.S. FARISH & COMPANY | Insurance / Financial Services | Self-funded | 118 | 2022 | Disclosed |
| HOMETOWN BANK, NA | Insurance / Financial Services | Fully insured | 117 | 2025 | Disclosed |
| ASPIRE FINANCIAL, INC. | Insurance / Financial Services | Self-funded | 117 | 2022 | Disclosed |
| ZEAL CAPITAL MANAGEMENT, LLC. | Insurance / Financial Services | Fully insured | 116 | 2024 | Disclosed |
| HEALTHCARE HIGHWAYS RX, LLC | Insurance / Financial Services | Self-funded | 116 | 2025 | Disclosed |
| SOUTHWEST AIRLINES EMPLOYEES FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 116 | 2025 | Disclosed |
| SGIFS MANAGEMENT COMPANY | Insurance / Financial Services | Self-funded | 115 | 2024 | Disclosed |
| AMERICAN BEACON ADVISORS | Insurance / Financial Services | Self-funded | 114 | 2025 | Disclosed |
| SUNLAND CAPITAL, LLC | Insurance / Financial Services | Self-funded | 114 | 2023 | Disclosed |
| FIRST STATE BANK | Insurance / Financial Services | Self-funded | 114 | 2025 | Disclosed |
| LOANPEOPLE, LLC | Insurance / Financial Services | Fully insured | 114 | 2025 | Disclosed |
| VISTA CONSULTING GROUP, LLC | Insurance / Financial Services | Self-funded | 113 | 2023 | Disclosed |
| LILIUM GROUP LLC | Insurance / Financial Services | Self-funded | 113 | 2025 | Disclosed |
| OPENROAD LENDING, LLC | Insurance / Financial Services | Fully insured | 112 | 2025 | Disclosed |
| PEOPLES BANK | Insurance / Financial Services | Self-funded | 112 | 2026 | Disclosed |
| CONNECT MGA LLC | Insurance / Financial Services | Self-funded | 111 | 2024 | Disclosed |
| MEMBERS CHOICE CREDIT UNION | Insurance / Financial Services | Self-funded | 111 | 2025 | Disclosed |
| RPOA ADVISORS, INC. | Insurance / Financial Services | Fully insured | 110 | 2025 | Disclosed |
| FIRST STATE BANK OF UVALDE | Insurance / Financial Services | Fully insured | 110 | 2024 | Disclosed |
| TEXAS NATIONAL BANK OF JACKSONVILLE | Insurance / Financial Services | Fully insured | 109 | 2023 | Disclosed |
| DIMONT & ASSOCIATES, LLC | Insurance / Financial Services | Self-funded | 108 | 2021 | Disclosed |
| CIS GROUP, LLC | Insurance / Financial Services | Fully insured | 107 | 2024 | Disclosed |
| PRIMEWAY FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 107 | 2025 | Disclosed |
| DANIEL B. HASTINGS, INC. | Insurance / Financial Services | Self-funded | 107 | 2025 | Disclosed |
| MONGOLIAN CONCEPTS LLC | Insurance / Financial Services | Fully insured | 106 | 2022 | Disclosed |
| CITY CREDIT UNION | Insurance / Financial Services | Fully insured | 105 | 2025 | Disclosed |
| GREATER SOUTHWEST BANCSHARES, INC. | Insurance / Financial Services | Self-funded | 105 | 2024 | Disclosed |
| FAYEZ SAROFIM & CO., LLC DBA FAYEZ SAROFIM & CO. | Insurance / Financial Services | Fully insured | 104 | 2024 | Disclosed |
| RENEGADE SWISH, LLC (THE EMPLOYER) | Insurance / Financial Services | Self-funded | 104 | 2024 | Disclosed |
| AG RESOURCE MANAGEMENT, LLC | Insurance / Financial Services | Fully insured | 103 | 2025 | Disclosed |
| MAIN STREET CAPITAL CORPORATION | Insurance / Financial Services | Self-funded | 103 | 2025 | Disclosed |
| COMMUNITY BANK AND TRUST | Insurance / Financial Services | Fully insured | 102 | 2024 | Disclosed |
| TRAX HOLDINGS INC | Insurance / Financial Services | Fully insured | 101 | 2022 | Disclosed |
| APERIA SOLUTIONS, INC. | Insurance / Financial Services | Self-funded | 101 | 2024 | Disclosed |
| LLOYD'S REGISTER AMERICAS, INC. | Insurance / Financial Services | Self-funded | 98 | 2025 | Disclosed |
| COMMUNITY RESOURCE CREDIT UNION | Insurance / Financial Services | Fully insured | 97 | 2024 | Disclosed |
| POINTBANK | Insurance / Financial Services | Self-funded | 97 | 2024 | Disclosed |
| BARROW, HANLEY, MEWHINNEY & STRAUSS | Insurance / Financial Services | Self-funded | 97 | 2025 | Disclosed |
| CROWN ADMINISTRATORS | Insurance / Financial Services | Fully insured | 95 | 2024 | Disclosed |
| CBS MECHANICAL INC. | Insurance / Financial Services | Fully insured | 94 | 2022 | Disclosed |
| FIRST BASIN CREDIT UNION | Insurance / Financial Services | Self-funded | 92 | 2024 | Disclosed |
| PILGRIM BANK | Insurance / Financial Services | Fully insured | 91 | 2021 | Disclosed |
| SENTE MORTGAGE, INC. | Insurance / Financial Services | Fully insured | 85 | 2022 | Disclosed |
| FUNDBOX, INC. | Insurance / Financial Services | Fully insured | 85 | 2023 | Disclosed |
| DEAN & DRAPER INSURANCE AGENCY | Insurance / Financial Services | Fully insured | 85 | 2024 | Disclosed |
| RETIREE BENEFITS TRUST | Insurance / Financial Services | Self-funded | 84 | 2021 | Disclosed |
| FIRST BANK | Insurance / Financial Services | Self-funded | 83 | 2025 | Disclosed |
| GVA PROPERTY MANAGEMENT | Insurance / Financial Services | Fully insured | 79 | 2024 | Disclosed |
| FIRST NATIONAL ASSETS MANAGEMENT, LLC | Insurance / Financial Services | Fully insured | 75 | 2024 | Disclosed |
| MAXUS RETIREES MODIFIED MEDICAL BENEFITS TRUST | Insurance / Financial Services | Self-funded | 73 | 2021 | Disclosed |
| BENEFICIENT COMPANY GROUP USA, LLC | Insurance / Financial Services | Fully insured | 69 | 2024 | Disclosed |
| CAPITAL BANK | Insurance / Financial Services | Self-funded | 64 | 2024 | Disclosed |
| BUSINESS VALUATION ADVISORS, LLC DBA BVA GROUP LLC | Insurance / Financial Services | Self-funded | 49 | 2025 | Disclosed |
| COASTLIFE CREDIT UNION | Insurance / Financial Services | Fully insured | 45 | 2024 | Disclosed |
| EVOLVE FEDERAL CREDIT UNION | Insurance / Financial Services | Fully insured | 43 | 2023 | Disclosed |
| LOUIS A. WILLIAMS & ASSOCIATES, INC. | Insurance / Financial Services | Self-funded | 39 | 2024 | Disclosed |
| EVERYTHING BREAKS, INC. | Insurance / Financial Services | Self-funded | 30 | 2024 | Disclosed |
| RECOVCO MORTGAGE, LLC | Insurance / Financial Services | Fully insured | 29 | 2022 | Disclosed |
| INSURANCE COUNCIL OF TEXAS | Insurance / Financial Services | Self-funded | 23 | 2025 | Disclosed |
| HODGES CAPITAL MANAGEMENT, INC | Insurance / Financial Services | Self-funded | 20 | 2024 | Disclosed |
| TEXAS BRIDGE CREDIT UNION | Insurance / Financial Services | Self-funded | 15 | 2024 | Broker listed |
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.