Benefits BrokerAtlas

Benefits brokers in Houston, TX

515 benefits brokers in Houston — 515 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 (195)Retirement plans (327)Median plan under 200 participants (125)Median plan 200 to 999 participants (257)Median plan 1,000+ participants (133)Fees reported as well as commissions (178)

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Cassandra S Anderson2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $46 disclosed · median 1,315 participantsNamed in Form 5500 filingsCassin, David T2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $192 disclosed · median 8,061 participantsNamed in Form 5500 filingsCatherine E. St. Dizier2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $2,694 disclosed · median 393 participantsNamed in Form 5500 filingsCatherine Livingston2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $399 disclosed · median 1,094 participantsNamed in Form 5500 filingsCathy J Cone7941 Katy Freeway, Ste 410 · Houston, TX 77024 · Health and welfare plans2 plan filings · $114,535 disclosed · median 1,748 participantsNamed in Form 5500 filingsCbiz Benefits & Insurance Services4615 Southwest Fwy FL 3 · Houston, TX 77027 · Retirement plans2 plan filings · $880 disclosed · median 614 participantsNamed in Form 5500 filingsCesar J Caram2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $49 disclosed · median 6,612 participantsNamed in Form 5500 filingsCgf Insurance, LLCUnknown · Houston, TX 77015 · Health and welfare plans2 plan filings · $1,237 disclosed · median 165 participantsNamed in Form 5500 filingsChamelin, Todd M2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $12,419 disclosed · median 24,947 participantsNamed in Form 5500 filingsChristian D Martinez2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $155 disclosed · median 6,612 participantsNamed in Form 5500 filings
Christine L. Shippey2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $239 disclosed · median 43,807 participantsNamed in Form 5500 filingsChristopher Kelly2040 North Loop W, Suite 12 · Houston, TX 77018 · Health and welfare plans2 plan filings · $450 disclosed · median 671 participantsNamed in Form 5500 filingsClark, Tracy2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $133 disclosed · median 8,399 participantsNamed in Form 5500 filingsCleek, Jeffery a2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $5,933 disclosed · median 649 participantsNamed in Form 5500 filingsClifford N England, Jr2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $59 disclosed · median 9,518 participantsNamed in Form 5500 filingsCole, Kevin C2929 Allen Pkwy · Houston, TX 77019 · Retirement plans2 plan filings · $7,714 disclosed · median 250 participantsNamed in Form 5500 filingsCollin T Cook2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $128 disclosed · median 488 participantsNamed in Form 5500 filingsCone Retiree Healthcare Group, LLC7941 Katy Freeway, Ste 410 · Houston, TX 77024 · Health and welfare plans2 plan filings · $140,177 disclosed · median 1,748 participantsNamed in Form 5500 filingsCopp III, Justin F2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $52 disclosed · median 8,989 participantsNamed in Form 5500 filingsCorebridge Financial2919 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $28,095 disclosed · median 79 participantsNamed in Form 5500 filingsCorey A. Akins2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $1,240 disclosed · median 241 participantsNamed in Form 5500 filingsCotter, Shannon H2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $986 disclosed · median 1,289 participantsNamed in Form 5500 filingsDang, Judy2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $46 disclosed · median 132 participantsNamed in Form 5500 filingsDaniel Brinkman-Camara/morgan Stanl717 Texas St, Ste 3050 · Houston, TX 77002 · Retirement plans2 plan filings · $929 disclosed · median 191 participantsNamed in Form 5500 filingsDarin Potts100 Detering Street, Apartment 2128 · Houston, TX 77077 · Health and welfare plans2 plan filings · $4,116 disclosed · median 262 participantsNamed in Form 5500 filingsDavid Keely2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $42 disclosed · median 3,468 participantsNamed in Form 5500 filingsDavid Stuart Leiss11506 Burgoyne Drive · Houston, TX 77077 · Health and welfare plans2 plan filings · $123,209 disclosed · median 677 participantsNamed in Form 5500 filingsDe La Rosa, II, Fernando2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $185 disclosed · median 20,066 participantsNamed in Form 5500 filingsDemetrius Geraldo Navarro7155 Old Katy Rd., Ste N245 · Houston, TX 77024 · Health and welfare plans2 plan filings · $471,752 disclosed · median 728 participantsNamed in Form 5500 filingsEdgewood Partners Ins Ctr2700 Post Oak Blvd, 25th Floor · Houston, TX 77056 · Health and welfare plans2 plan filings · $9,980 disclosed · median 76 participantsNamed in Form 5500 filingsEmployee Benefit Solutions INC2700 Post Oak Blvd, Floor 25 · Houston, TX 77056 · Health and welfare plans2 plan filings · $106,325 disclosed · median 686 participantsNamed in Form 5500 filingsEmployee Benefit Systems10000 Memorial Drive, Suite 800 · Houston, TX 77024 · Health and welfare plans2 plan filings · $3,902 disclosed · median 15,339 participantsNamed in Form 5500 filingsEric J Swearingen2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $164 disclosed · median 409 participantsNamed in Form 5500 filingsEvelyn G Villarreal7722 Richmond Ave · Houston, TX 77063 · Health and welfare plans2 plan filings · $3,211 disclosed · median 361 participantsNamed in Form 5500 filingsFiona K Cosmann2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $14,744 disclosed · median 357 participantsNamed in Form 5500 filingsFirst Financial Capital Corporation11811 N Freeway #900 · Houston, TX 77060 · Health and welfare plans2 plan filings · $20,108 disclosed · median 140 participantsNamed in Form 5500 filingsFolit, Angela P2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $70 disclosed · median 2,439 participantsNamed in Form 5500 filingsFulcro InsuranceUnknown · Houston, TX 77015 · Health and welfare plans2 plan filings · $1,237 disclosed · median 165 participantsNamed in Form 5500 filingsGallagher Benefit Service1900 West Loop South, Suite 1600 · Houston, TX 77027 · Health and welfare plans2 plan filings · $271,432 disclosed · median 4,420 participantsNamed in Form 5500 filingsGarrett Mayhart2929 Allen Pkwy · Houston, TX 77019 · Retirement plans2 plan filings · $49 disclosed · median 3,836 participantsNamed in Form 5500 filingsGeorgi S Bivolarski2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $46 disclosed · median 312 participantsNamed in Form 5500 filingsGracia, Alexander2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $97 disclosed · median 1,121 participantsNamed in Form 5500 filingsGraham, Pearl E2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $804 disclosed · median 739 participantsNamed in Form 5500 filingsGreg a Meador2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $401 disclosed · median 180 participantsNamed in Form 5500 filingsHamid, Bayar2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $41 disclosed · median 253 participantsNamed in Form 5500 filingsHassinger, Jacob2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $64 disclosed · median 8,989 participantsNamed in Form 5500 filingsHigginbotham Insurance Agency INC4424 W Sam Houston Pkwy N, Suite 1000 · Houston, TX 77041 · Health and welfare plans2 plan filings · $76,012 disclosed · median 491 participantsNamed in Form 5500 filingsHilbig, David W2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $265 disclosed · median 19,259 participantsNamed in Form 5500 filingsHodges, Dana2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $87 disclosed · median 417 participantsNamed in Form 5500 filingsHope, Jonathan L2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $76 disclosed · median 7,405 participantsNamed in Form 5500 filingsHotchkiss Insurance Agency, LLC13430 Northwest Freeway, Suite 600 · Houston, TX 77040 · Health and welfare plans2 plan filings · $10,019 disclosed · median 158 participantsNamed in Form 5500 filingsHunley, Joshua2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $1,010 disclosed · median 382 participantsNamed in Form 5500 filingsIndividual Insurance Solutions LLC8556 Katy Fwy Ste 101 · Houston, TX 77024 · Health and welfare plans2 plan filings · $63,292 disclosed · median 18,047 participantsNamed in Form 5500 filingsIscential INC.8220 Jones Rd, Ste 100 · Houston, TX 77065 · Health and welfare plans2 plan filings · $92,428 disclosed · median 776 participantsNamed in Form 5500 filingsJaime Suarez-Quiroz/morgan Stanley717 Texas St, Ste 3050 · Houston, TX 77002 · Retirement plans2 plan filings · $1,003 disclosed · median 191 participantsNamed in Form 5500 filingsJay P. ChildsPO Box 25378 · Houston, TX 77265 · Health and welfare plans2 plan filings · $11,148 disclosed · median 123 participantsNamed in Form 5500 filingsJeffrey D Finn1802 Lake Meadows Court · Houston, TX 77077 · Health and welfare plans2 plan filings · $168 disclosed · median 218 participantsNamed in Form 5500 filingsJeffrey Fehrmann2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $54 disclosed · median 7,500 participantsNamed in Form 5500 filingsJeffrey J McTiernan2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $34 disclosed · median 4,354 participantsNamed in Form 5500 filingsJennifer Karaczun2929 Allen Pkwy · Houston, TX 77019 · Retirement plans2 plan filings · $14,758 disclosed · median 165 participantsNamed in Form 5500 filingsJill P. Watson1900 West Loop South, Suite 1600 · Houston, TX 77027 · Health and welfare plans2 plan filings · $46,954 disclosed · median 184 participantsNamed in Form 5500 filingsJobe, Daniel E2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $64 disclosed · median 110 participantsNamed in Form 5500 filingsJoe J Macaluso2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $1,438 disclosed · median 169 participantsNamed in Form 5500 filingsJohn H Russell2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $8,053 disclosed · median 1,306 participantsNamed in Form 5500 filingsJohn Mott Morgan Stanley Insurance5051 Westheimer Rd, Ste 2100 · Houston, TX 77056 · Retirement plans2 plan filings · $557 disclosed · median 191 participantsNamed in Form 5500 filingsJohn Newton2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $767 disclosed · median 84 participantsNamed in Form 5500 filingsJohn P Dakin2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $31 disclosed · median 2,540 participantsNamed in Form 5500 filingsJohn Schultz2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $133 disclosed · median 263 participantsNamed in Form 5500 filingsJonathan L Hope2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $43 disclosed · median 7,540 participantsNamed in Form 5500 filingsJones, David2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $60 disclosed · median 7,275 participantsNamed in Form 5500 filingsJoshua J Contreras2320 McCue Rd, Apt 21 · Houston, TX 77056 · Health and welfare plans2 plan filings · $46 disclosed · median 132 participantsNamed in Form 5500 filingsJudy Dang2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $91 disclosed · median 126 participantsNamed in Form 5500 filingsJuly Business Services, LLCP.o. Box 4346 Dept. #399, · Houston, TX 77210 · Retirement plans2 plan filings · $7,581 disclosed · median 352 participantsNamed in Form 5500 filingsJustin R Olewnik2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $48 disclosed · median 492 participantsNamed in Form 5500 filingsJustin Z Verwijst2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $50 disclosed · median 831 participantsNamed in Form 5500 filingsKealy, Tracey C2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $217 disclosed · median 568 participantsNamed in Form 5500 filingsKelly M Craft2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $152 disclosed · median 484 participantsNamed in Form 5500 filingsKemp, Kenneth J2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $249 disclosed · median 834 participantsNamed in Form 5500 filingsKenneth Knopf2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $70 disclosed · median 637 participantsNamed in Form 5500 filingsKenneth L. Knopf2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $324 disclosed · median 467 participantsNamed in Form 5500 filingsKevin C Cole2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $94 disclosed · median 7,938 participantsNamed in Form 5500 filingsKleine-Kracht, II, Joseph M2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $68 disclosed · median 6,683 participantsNamed in Form 5500 filingsLambert, Richard C2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $47 disclosed · median 16,043 participantsNamed in Form 5500 filingsLaura M Gorton2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $15,215 disclosed · median 350 participantsNamed in Form 5500 filingsLee Lakey2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $52 disclosed · median 636 participantsNamed in Form 5500 filingsLee TrevinoValic, 2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $66 disclosed · median 197 participantsNamed in Form 5500 filingsLee W Lakey2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $73 disclosed · median 1,174 participantsNamed in Form 5500 filingsLeo, Arthur S2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $15 disclosed · median 446 participantsNamed in Form 5500 filingsLex, Daniel E2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $256 disclosed · median 50 participantsNamed in Form 5500 filingsLindsay Batezel2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $42 disclosed · median 547 participantsNamed in Form 5500 filingsLmm Consultants1717 West 34th Street, Suite 600-126 · Houston, TX 77018 · Health and welfare plans2 plan filings · $160,981 disclosed · median 18,075 participantsNamed in Form 5500 filingsLongmont Group INC DBA Padon CO5321 Longmont Drive · Houston, TX 77056 · Health and welfare plans2 plan filings · $30,082 disclosed · median 7,299 participantsNamed in Form 5500 filingsLoren L Harris2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $12,632 disclosed · median 3,509 participantsNamed in Form 5500 filingsMagee, Mark R2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $510 disclosed · median 331 participantsNamed in Form 5500 filingsMajstorovic, Duro2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $28 disclosed · median 423 participantsNamed in Form 5500 filingsMarc Z Kleiman2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $49 disclosed · median 10,169 participantsNamed in Form 5500 filingsMark Charles Morgan1880 South Dairy Ashford · Houston, TX 77077 · Health and welfare plans2 plan filings · $94 disclosed · median 276 participantsNamed in Form 5500 filingsMark F Roberts2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $47 disclosed · median 1,219 participantsNamed in Form 5500 filingsMarsh & McClennan Agency, LLC2500 City West Blvd Ste 2400 · Houston, TX 77042 · Health and welfare plans2 plan filings · $18,670 disclosed · median 319 participantsNamed in Form 5500 filingsMarsh & McLennan Agency LLC10100 Katy Fwy Ste 400 · Houston, TX 77043 · Health and welfare plans2 plan filings · $43,143 disclosed · median 221 participantsNamed in Form 5500 filings
Comparing benefits brokers in Houston? 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.