Benefits BrokerAtlas

Benefits brokers in Dallas, TX

315 benefits brokers in Dallas — 315 named on at least two 2024 Form 5500 filings. Most plan filings first. This is not a ranking of quality or price.

Health and welfare plans (306)Retirement plans (16)Median plan under 200 participants (116)Median plan 200 to 999 participants (148)Median plan 1,000+ participants (51)Fees reported as well as commissions (217)
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Lockton Companies, LLCPO Box 123042 · Dallas, TX 75312 · Health and welfare plans1,118 plan filings · $57,034,766 disclosed · median 667 participantsNamed in Form 5500 filingsLockton Companies, LLC2100 Ross Avenue, Suite 1200 · Dallas, TX 75201 · Health and welfare plans1,051 plan filings · $65,978,830 disclosed · median 731 participantsNamed in Form 5500 filingsLockton Companies, LLCPO Box 650823 · Dallas, TX 75265 · Health and welfare plans590 plan filings · $12,160,830 disclosed · median 515 participantsNamed in Form 5500 filingsMarsh & McLennan Agency LLC8144 Walnut Hill Lane, Ste 1600 · Dallas, TX 75231 · Health and welfare plans375 plan filings · $18,727,675 disclosed · median 232 participantsNamed in Form 5500 filingsLockton Specialties, LLC2100 Ross Avenue, Suite 1200 · Dallas, TX 75201 · Health and welfare plans303 plan filings · $15,662,250 disclosed · median 1,271 participantsNamed in Form 5500 filingsGallagher Benefit Services, INC.12750 Merit Drive, Suite 1000 · Dallas, TX 75251 · Health and welfare plans227 plan filings · $10,965,657 disclosed · median 207 participantsNamed in Form 5500 filingsCenterstone Insurance and Financial12404 Park Central Drive, Suite 400s · Dallas, TX 75251 · Health and welfare plans150 plan filings · $1,806,454 disclosed · median 152 participantsNamed in Form 5500 filingsCenterstone Ins & Fin Ser12404 Park Central Drive, Suite 400s · Dallas, TX 75251 · Health and welfare plans96 plan filings · $1,925,276 disclosed · median 175 participantsNamed in Form 5500 filingsUsi Insurance Services Southwest2711 North Haskell Avenue, Suite 2000 · Dallas, TX 75204 · Health and welfare plans73 plan filings · $5,620,717 disclosed · median 229 participantsNamed in Form 5500 filingsBuck Global, LLCPO Box 207640 · Dallas, TX 75320 · Health and welfare plans59 plan filings · $9,666,759 disclosed · median 2,692 participantsNamed in Form 5500 filings
Ima, INC.PO Box 733835 · Dallas, TX 75373 · Health and welfare plans59 plan filings · $168,040 disclosed · median 258 participantsNamed in Form 5500 filingsHub International Texas, INC.10000 N Central Expy Ste 1200 · Dallas, TX 75231 · Health and welfare plans56 plan filings · $3,142,907 disclosed · median 219 participantsNamed in Form 5500 filingsCenterstone Ins & Fin Svc LLC12404 Park Central Drive, Suite 400s · Dallas, TX 75251 · Health and welfare plans54 plan filings · $1,826,135 disclosed · median 169 participantsNamed in Form 5500 filingsGallagher Benefit Services, INC.5420 Lbj Freeway, Suite 400 · Dallas, TX 75240 · Health and welfare plans53 plan filings · $1,053,573 disclosed · median 413 participantsNamed in Form 5500 filingsIma, INC.6200 Lbj Freeway, Suite 200 · Dallas, TX 75240 · Health and welfare plans49 plan filings · $982,723 disclosed · median 199 participantsNamed in Form 5500 filingsWillis Towers Watson Ins Svcs WestPO Box 731739 · Dallas, TX 75373 · Health and welfare plans48 plan filings · $2,633,724 disclosed · median 534 participantsNamed in Form 5500 filingsSummit Financial Group INC5420 Lbj Fwy, Suite 1940 · Dallas, TX 75240 · Health and welfare plans47 plan filings · $1,444,606 disclosed · median 221 participantsNamed in Form 5500 filingsHolmes Murphy & Associates12712 Park Central Drive, Suite 100 · Dallas, TX 75251 · Health and welfare plans45 plan filings · $1,793,493 disclosed · median 344 participantsNamed in Form 5500 filingsWillis Towers Watson Ins Svcs West500 N Akard Street, Ste 4300 · Dallas, TX 75201 · Health and welfare plans43 plan filings · $1,904,083 disclosed · median 406 participantsNamed in Form 5500 filingsFrost Insurance AgencyPO Box 225749 · Dallas, TX 75222 · Health and welfare plans40 plan filings · $1,082,864 disclosed · median 168 participantsNamed in Form 5500 filingsBenefitfocus.com, INC.Dept 3383, PO Box 123383 · Dallas, TX 75312 · Health and welfare plans39 plan filings · $117,478 disclosed · median 2,625 participantsNamed in Form 5500 filingsIma, INC.14221 Dallas Parkway, Suite 700 · Dallas, TX 75254 · Health and welfare plans39 plan filings · $1,299,198 disclosed · median 177 participantsNamed in Form 5500 filingsLockton Companies, LLCPO Box 675382 · Dallas, TX 75267 · Health and welfare plans38 plan filings · $1,852,486 disclosed · median 369 participantsNamed in Form 5500 filingsCenterstone Insurance12404 Park Central Drive · Dallas, TX 75251 · Health and welfare plans36 plan filings · $423,139 disclosed · median 152 participantsNamed in Form 5500 filingsCenterstone Ins & Fin Svcs LLC12404 Park Central Drive, Suite 400s · Dallas, TX 75251 · Health and welfare plans35 plan filings · $853,876 disclosed · median 192 participantsNamed in Form 5500 filingsCenterstone Ins and Financial Svcs12404 Park Central Drive, Suite 400s · Dallas, TX 75251 · Health and welfare plans35 plan filings · $609,988 disclosed · median 172 participantsNamed in Form 5500 filingsLockton Companies LLC444 West 47th Street, Suite 900a · Dallas, TX 75217 · Health and welfare plans32 plan filings · $1,106,027 disclosed · median 602 participantsNamed in Form 5500 filingsCenterstone Ins and Financial12404 Park Central Drive, Suite 400s · Dallas, TX 75251 · Health and welfare plans29 plan filings · $163,452 disclosed · median 172 participantsNamed in Form 5500 filingsCenterstone Insurance & Fin. Svcs.12404 Park Central Dr Suite #400s · Dallas, TX 75251 · Health and welfare plans25 plan filings · $498,547 disclosed · median 190 participantsNamed in Form 5500 filingsMather and Strohl Admin. Services12404 Park Central Drive, Suite 400 · Dallas, TX 75251 · Health and welfare plans25 plan filings · $320,624 disclosed · median 165 participantsNamed in Form 5500 filingsWillis Towers Watson Insurance Svcs500 N Akard Street, Suite 4300 · Dallas, TX 75201 · Health and welfare plans24 plan filings · $349,157 disclosed · median 1,031 participantsNamed in Form 5500 filingsHolmes Murphy & Associates3333 Lee Parkway, Suite 900 · Dallas, TX 75219 · Health and welfare plans23 plan filings · $61,958 disclosed · median 155 participantsNamed in Form 5500 filingsUsi Insurance Services LLCPO Box 202914 · Dallas, TX 75320 · Health and welfare plans21 plan filings · $351,407 disclosed · median 100 participantsNamed in Form 5500 filingsCenterstone Ins. and Fin. Services12404 Park Central Drive, Suite 400s · Dallas, TX 75251 · Health and welfare plans20 plan filings · $970,213 disclosed · median 185 participantsNamed in Form 5500 filingsRoach Howard Smith & Barton8750 N. Central Expressway, Ste 500 · Dallas, TX 75231 · Health and welfare plans20 plan filings · $708,076 disclosed · median 137 participantsNamed in Form 5500 filingsWillis Towers Watson Ins Svcs500 N Akard Street, Suite 4300 · Dallas, TX 75201 · Health and welfare plans20 plan filings · $117,034 disclosed · median 343 participantsNamed in Form 5500 filingsCorporate Synergies - Mt. Laurel,Nj, PO Box 654118 · Dallas, TX 75265 · Health and welfare plans19 plan filings · $82,116 disclosed · median 311 participantsNamed in Form 5500 filingsUsi Southwest INC14241 Dallas Parkway, Ste 700 · Dallas, TX 75254 · Health and welfare plans19 plan filings · $514,376 disclosed · median 429 participantsNamed in Form 5500 filingsCenterstone Insurance and Fina12404 Park Central Drive Suite 400s · Dallas, TX 75251 · Health and welfare plans18 plan filings · $343,177 disclosed · median 172 participantsNamed in Form 5500 filingsFairway Partners, LLC5956 Sherry Lane, Suite 1620 · Dallas, TX 75225 · Health and welfare plans18 plan filings · $813,199 disclosed · median 152 participantsNamed in Form 5500 filingsFrost Insurance Agency INC2950 North Harwood Street, Suite 1200 · Dallas, TX 75201 · Health and welfare plans18 plan filings · $367,761 disclosed · median 144 participantsNamed in Form 5500 filingsMercer Health and Benefits, LLCPO Box 730182 · Dallas, TX 75373 · Health and welfare plans18 plan filings · $332,740 disclosed · median 1,799 participantsNamed in Form 5500 filingsUsi Insurance Services Southwest14241 Dallas Parkway, Suite 700 · Dallas, TX 75254 · Health and welfare plans18 plan filings · $657,760 disclosed · median 514 participantsNamed in Form 5500 filingsBenefitmall12404 Park Central Dr, Ste 4005 · Dallas, TX 75251 · Health and welfare plans17 plan filings · $154,063 disclosed · median 172 participantsNamed in Form 5500 filingsCenterstone Ins Agcy & Fin Svcs12404 Park Central Drive, Suite 400s · Dallas, TX 75251 · Health and welfare plans17 plan filings · $487,007 disclosed · median 247 participantsNamed in Form 5500 filingsCenterstone Ins Fin Service12404 Park Central Drive, Suite 400s · Dallas, TX 75251 · Health and welfare plans17 plan filings · $112,318 disclosed · median 177 participantsNamed in Form 5500 filingsDallas Insurance Exchange15660 Dallas Pkwy., Ste 500 · Dallas, TX 75248 · Health and welfare plans17 plan filings · $358,461 disclosed · median 131 participantsNamed in Form 5500 filingsCenterstone Ins. Fin. DBA Benefit M12404 Park Central Drive, Suite 400s · Dallas, TX 75251 · Health and welfare plans16 plan filings · $1,009,982 disclosed · median 158 participantsNamed in Form 5500 filingsAvantax Insurance Agency, LLC3200 Olympus Blvd, Suite 100 · Dallas, TX 75019 · Retirement plans15 plan filings · $317,980 disclosed · median 197 participantsNamed in Form 5500 filingsHooray Health LLC14755 Preston Road, Suite 130 · Dallas, TX 75254 · Health and welfare plans15 plan filings · $311,589 disclosed · median 1,329 participantsNamed in Form 5500 filingsAon Consulting INC.PO Box 803507 · Dallas, TX 75380 · Health and welfare plans13 plan filings · $761,019 disclosed · median 211 participantsNamed in Form 5500 filingsCenterstone Insurance & Financ12404 Park Central Drive, Suite 400s · Dallas, TX 75251 · Health and welfare plans13 plan filings · $73,156 disclosed · median 138 participantsNamed in Form 5500 filingsHub International Texas, INC.700 North Pearl Street, Suite N1700 · Dallas, TX 75201 · Health and welfare plans13 plan filings · $892,884 disclosed · median 223 participantsNamed in Form 5500 filingsMather & Strohl Administrative Serv12404 Park Central Drive, Suite 400 · Dallas, TX 75251 · Health and welfare plans13 plan filings · $159,205 disclosed · median 211 participantsNamed in Form 5500 filingsAlliant Insurance Services, INC.16000 N Dallas Parkway, Ste 850 · Dallas, TX 75248 · Health and welfare plans12 plan filings · $444,636 disclosed · median 2,218 participantsNamed in Form 5500 filingsBenefitmall Holding, INC.12404 Park Central Drive, Suite 400s · Dallas, TX 75251 · Health and welfare plans12 plan filings · $97,043 disclosed · median 150 participantsNamed in Form 5500 filingsFrank Swingle & Associates, INC13760 Noel Rd, Ste 600 · Dallas, TX 75240 · Health and welfare plans12 plan filings · $799,444 disclosed · median 162 participantsNamed in Form 5500 filingsMather and Strohl Administrative12404 Park Central Drive, Suite 400 · Dallas, TX 75251 · Health and welfare plans12 plan filings · $126,769 disclosed · median 135 participantsNamed in Form 5500 filingsRuben D Perez6352 Alcorn Ave · Dallas, TX 75217 · Health and welfare plans12 plan filings · $9,213 disclosed · median 253 participantsNamed in Form 5500 filingsDallas Insurance Exchange II INC15660 Dallas Pkwy Ste 500 · Dallas, TX 75248 · Health and welfare plans11 plan filings · $262,394 disclosed · median 162 participantsNamed in Form 5500 filingsJohn Snellings Insurance AgencyP.o. Box 661061 · Dallas, TX 75266 · Health and welfare plans11 plan filings · $165,522 disclosed · median 134 participantsNamed in Form 5500 filingsKathy Sue Enochs12770 Merit Drive, Suite 200, Park Central 8 · Dallas, TX 75251 · Health and welfare plans11 plan filings · $29,841 disclosed · median 225 participantsNamed in Form 5500 filingsMarsh & McLennan Agency LLC- Dallas8144 Walnut Hill Lane, FL 16 · Dallas, TX 75231 · Health and welfare plans11 plan filings · $693,146 disclosed · median 273 participantsNamed in Form 5500 filingsRogers Benefit Group INC12222 Merit Dr, Ste 1780 · Dallas, TX 75251 · Health and welfare plans11 plan filings · $67,193 disclosed · median 143 participantsNamed in Form 5500 filingsVizient Insurance Services LLCPO Box 842167 · Dallas, TX 75284 · Health and welfare plans11 plan filings · $2,744,680 disclosed · median 329 participantsNamed in Form 5500 filingsCenterstone Ins & Financial Service12404 Park Central Dr, Ste 400s · Dallas, TX 75251 · Health and welfare plans10 plan filings · $64,062 disclosed · median 195 participantsNamed in Form 5500 filingsEdgewood Partners Insurance Center14881 Quorum Dr, Suite 850 · Dallas, TX 75254 · Health and welfare plans10 plan filings · $586,560 disclosed · median 385 participantsNamed in Form 5500 filingsImagine 360 Administrators, LLCPO Box 749075 · Dallas, TX 75374 · Health and welfare plans10 plan filings · $23,891 disclosed · median 189 participantsNamed in Form 5500 filingsImagine36012770 Merit Drive · Dallas, TX 75251 · Health and welfare plans10 plan filings · $47,547 disclosed · median 285 participantsNamed in Form 5500 filingsMarsh & McLennan Agency LLCPO Box 848315 · Dallas, TX 75284 · Health and welfare plans10 plan filings · $158,241 disclosed · median 181 participantsNamed in Form 5500 filingsMather & Strohl Admin Svcs INC12404 Park Central Drive, Suite 400 · Dallas, TX 75251 · Health and welfare plans10 plan filings · $141,042 disclosed · median 211 participantsNamed in Form 5500 filingsUsi Insurance Services LLC2711 North Haskell Avenue, Suite 2000 · Dallas, TX 75204 · Health and welfare plans10 plan filings · $770,142 disclosed · median 225 participantsNamed in Form 5500 filingsVha Mid America Insurance ServPO Box 842167 · Dallas, TX 75284 · Health and welfare plans10 plan filings · $352,649 disclosed · median 899 participantsNamed in Form 5500 filingsCenterstone Insurance -BenefitmallCenterstone Insurance · Dallas, TX 75251 · Health and welfare plans9 plan filings · $32,179 disclosed · median 170 participantsNamed in Form 5500 filingsCenterstone Insurance & Finance12404 Park Central Dr, Ste 400s · Dallas, TX 75251 · Health and welfare plans9 plan filings · $42,685 disclosed · median 126 participantsNamed in Form 5500 filingsCenterstone Insurance & Financial4851 Lbj Fwy Ste 100 · Dallas, TX 75244 · Health and welfare plans9 plan filings · $288,911 disclosed · median 314 participantsNamed in Form 5500 filingsCenterstone Insurance & Financial S12404 Park Central Drive, Suite 400s · Dallas, TX 75251 · Health and welfare plans9 plan filings · $126,766 disclosed · median 195 participantsNamed in Form 5500 filingsDkg Insurance & Financial Services12404 Park Central Dr Ste 400s · Dallas, TX 75251 · Health and welfare plans9 plan filings · $111,971 disclosed · median 291 participantsNamed in Form 5500 filingsMarsh & McLennan Agency LLC TX8144 Walnut Hill, 16th Floor · Dallas, TX 75231 · Health and welfare plans9 plan filings · $96,603 disclosed · median 248 participantsNamed in Form 5500 filingsProspera Financial Services5429 Lbj Frwy, Suite 400 · Dallas, TX 75240 · Retirement plans9 plan filings · $10,717 disclosed · median 388 participantsNamed in Form 5500 filingsUsi Southwest INC2711 N Haskell Ave, Suite 2000 · Dallas, TX 75204 · Health and welfare plans9 plan filings · $472,109 disclosed · median 289 participantsNamed in Form 5500 filingsCenterstone Ins Agency & Fin Svcs12404 Park Central Drive, Suite 400s · Dallas, TX 75251 · Health and welfare plans8 plan filings · $91,229 disclosed · median 176 participantsNamed in Form 5500 filingsCenterstone Insurance Agency12404 Park Central Drive, Suite 400s · Dallas, TX 75251 · Health and welfare plans8 plan filings · $66,150 disclosed · median 213 participantsNamed in Form 5500 filingsCenterstone Insurance Agency and Fi12404 Park Central Drive, Suite 400s · Dallas, TX 75251 · Health and welfare plans8 plan filings · $28,361 disclosed · median 160 participantsNamed in Form 5500 filingsCenterstone Insurance California12404 Park Central Dr Ste 400s · Dallas, TX 75251 · Health and welfare plans8 plan filings · $85,846 disclosed · median 208 participantsNamed in Form 5500 filingsFoster Benefit Resources INC15660 Dallas Parkway, Suite 500 · Dallas, TX 75248 · Health and welfare plans8 plan filings · $75,839 disclosed · median 196 participantsNamed in Form 5500 filingsMather and Strohl Administrative Se12404 Park Central Drive, Suite 400 · Dallas, TX 75251 · Health and welfare plans8 plan filings · $68,122 disclosed · median 157 participantsNamed in Form 5500 filingsUsi Insurance Services SouthwestPO Box 203373 · Dallas, TX 75320 · Health and welfare plans8 plan filings · $119,530 disclosed · median 248 participantsNamed in Form 5500 filingsVha Mid America Insurance ServicesPO Box 842167 · Dallas, TX 75284 · Health and welfare plans8 plan filings · $193,062 disclosed · median 209 participantsNamed in Form 5500 filingsAsd Insurance and Financial Service12404 Park Central Dr Ste 400s · Dallas, TX 75251 · Health and welfare plans7 plan filings · $39,080 disclosed · median 413 participantsNamed in Form 5500 filingsBrinson Benefits, INC.4851 Lbj Freeway, Suite 150 · Dallas, TX 75244 · Health and welfare plans7 plan filings · $182,972 disclosed · median 135 participantsNamed in Form 5500 filingsCenterstone Ins & Fncl Svcs LLC12404 Park Central Drive, Suite 400s · Dallas, TX 75251 · Health and welfare plans7 plan filings · $148,449 disclosed · median 180 participantsNamed in Form 5500 filingsCenterstone Ins Agency & Financial12404 Park Central Drive · Dallas, TX 75251 · Health and welfare plans7 plan filings · $119,152 disclosed · median 106 participantsNamed in Form 5500 filingsCorporate SynergiesMt. Laurel, Nj, PO Box 654118 · Dallas, TX 75265 · Health and welfare plans7 plan filings · $25,090 disclosed · median 211 participantsNamed in Form 5500 filingsCorporate Synergies Group, INC. -New Yo, PO Box 654118 · Dallas, TX 75265 · Health and welfare plans7 plan filings · $14,405 disclosed · median 423 participantsNamed in Form 5500 filingsDigital Insurance LLCPO Box 734429, Suite 1950 · Dallas, TX 75373 · Health and welfare plans7 plan filings · $21,906 disclosed · median 212 participantsNamed in Form 5500 filingsEmerson Rogers, LLC12222 Merit Dr, Ste 1780 · Dallas, TX 75251 · Health and welfare plans7 plan filings · $28,123 disclosed · median 130 participantsNamed in Form 5500 filingsLockton Companies, LLC Dept 3042PO Box 123042 · Dallas, TX 75312 · Health and welfare plans7 plan filings · $230,343 disclosed · median 448 participantsNamed in Form 5500 filingsMercer Health and Benefits, LLC4400 Bank One Center, 1717 Main Street · Dallas, TX 75201 · Health and welfare plans7 plan filings · $650,791 disclosed · median 3,125 participantsNamed in Form 5500 filingsPatriot Growth Insurance Services5420 Lbj Freeway, Suite 1275 · Dallas, TX 75240 · Health and welfare plans7 plan filings · $125,041 disclosed · median 134 participantsNamed in Form 5500 filings
Comparing benefits brokers in Dallas? Ask each for a written description of every way it is paid, and read questions to ask your benefits broker.

Listed from DOL EBSA Form 5500 datasets — Schedule A Part 1, DOL EBSA Form 5500 datasets — Form 5500, DOL EFAST2 Form 5500 search. Order: most plan filings first — not a quality or price ranking — never paid. Is something wrong? Tell us.