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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Marsh USA INCP O Box 1388 · Houston, TX 77251 · Health and welfare plans2 plan filings · $31,870 disclosed · median 14,492 participantsNamed in Form 5500 filingsMartinez, Ternel2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $388 disclosed · median 616 participantsNamed in Form 5500 filingsMatthew J. Rose2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $19,268 disclosed · median 140 participantsNamed in Form 5500 filingsMc Tiernan, Jeffrey J2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $141 disclosed · median 669 participantsNamed in Form 5500 filingsMcClendon, Thomas E2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $6,460 disclosed · median 18,664 participantsNamed in Form 5500 filingsMcCollister, Luther2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $62 disclosed · median 253 participantsNamed in Form 5500 filingsMcGriff,a Marsh&mclennan Agency LLC10100 Katy Freeway · Houston, TX 77043 · Health and welfare plans2 plan filings · $219,068 disclosed · median 52 participantsNamed in Form 5500 filingsMcGriff,seibels & Williams of TX10100 Katy Freeway, Suite 400 · Houston, TX 77043 · Health and welfare plans2 plan filings · $26,628 disclosed · median 248 participantsNamed in Form 5500 filingsMcKenlee D Randolph2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $117 disclosed · median 242 participantsNamed in Form 5500 filingsMcKinney, Chad J2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $2,019 disclosed · median 2,961 participantsNamed in Form 5500 filings
McLellan Benefit Resources, INC2500 Tanglewilde St, Ste 278 · Houston, TX 77063 · Retirement plans2 plan filings · $122,558 disclosed · median 223 participantsNamed in Form 5500 filingsMichael D Picard2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $35 disclosed · median 187 participantsNamed in Form 5500 filingsMichael H. Beuttel2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $138 disclosed · median 8,469 participantsNamed in Form 5500 filingsMichaud, Gamaliel2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $381 disclosed · median 2,875 participantsNamed in Form 5500 filingsNathan S Embry2929 Allen Pkwy · Houston, TX 77019 · Retirement plans2 plan filings · $3,159 disclosed · median 3,404 participantsNamed in Form 5500 filingsNeff, Nicholas a2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $25 disclosed · median 272 participantsNamed in Form 5500 filingsNestro, Nicholas2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $64 disclosed · median 27 participantsNamed in Form 5500 filingsNfp Property & Casualty Svcs, INC.5222 Farm 1960, Suite 175 · Houston, TX 77069 · Health and welfare plans2 plan filings · $13,169 disclosed · median 113 participantsNamed in Form 5500 filingsNorman C.merlet2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $36 disclosed · median 486 participantsNamed in Form 5500 filingsOrner, Brian W2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $4,466 disclosed · median 646 participantsNamed in Form 5500 filingsOulvey, David J2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $0 disclosed · median 203 participantsNamed in Form 5500 filingsOvercash, Corey L2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $107 disclosed · median 1,289 participantsNamed in Form 5500 filingsPadon, Michael Francis5321 Longmont Drive · Houston, TX 77056 · Health and welfare plans2 plan filings · $18,550 disclosed · median 7,299 participantsNamed in Form 5500 filingsPamela L. Hughes2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $469 disclosed · median 116 participantsNamed in Form 5500 filingsParkinson(gfio), Kenneth W2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $624 disclosed · median 91 participantsNamed in Form 5500 filingsPaul a Mariconda2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $69 disclosed · median 424 participantsNamed in Form 5500 filingsPerez, Nain J2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $406 disclosed · median 574 participantsNamed in Form 5500 filingsPerkins, Lucas R2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $4,560 disclosed · median 1,553 participantsNamed in Form 5500 filingsPeter Lupone2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $77 disclosed · median 852 participantsNamed in Form 5500 filingsPhillippi, Jacob B2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $43 disclosed · median 759 participantsNamed in Form 5500 filingsPitre, Kimely2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $40 disclosed · median 24,947 participantsNamed in Form 5500 filingsPlumhoff & Associates, INC.PO Box 218060 · Houston, TX 77218 · Health and welfare plans2 plan filings · $135,925 disclosed · median 487 participantsNamed in Form 5500 filingsPositive Benefit Solutions, LLC11102 Savannah Woods Ln. · Houston, TX 77043 · Health and welfare plans2 plan filings · $192,532 disclosed · median 185 participantsNamed in Form 5500 filingsProfessional Enrollment Concepts6200 Savoy Dr Ste 345 · Houston, TX 77036 · Health and welfare plans2 plan filings · $17,416 disclosed · median 473 participantsNamed in Form 5500 filingsPurvis, Robert S2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $1,660 disclosed · median 817 participantsNamed in Form 5500 filingsRachel E Baroma2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $392 disclosed · median 333 participantsNamed in Form 5500 filingsRance K Morgan Jr2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $10,107 disclosed · median 7,516 participantsNamed in Form 5500 filingsRapp, George2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $28 disclosed · median 6,889 participantsNamed in Form 5500 filingsRapp, George M2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $2,021 disclosed · median 2,312 participantsNamed in Form 5500 filingsRichard E Hartney2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $76 disclosed · median 8,845 participantsNamed in Form 5500 filingsRichard Grofsick2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $40 disclosed · median 419 participantsNamed in Form 5500 filingsRichard, Devin2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $46 disclosed · median 584 participantsNamed in Form 5500 filingsRihner, Bailey2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $1,294 disclosed · median 989 participantsNamed in Form 5500 filingsRisk Services-Leavitt Ins2190 North Loop W, Ste 309 · Houston, TX 77018 · Health and welfare plans2 plan filings · $4,082 disclosed · median 197 participantsNamed in Form 5500 filingsRisk Services-Leavitt Ins Agencies2190 North Loop W, Ste 309 · Houston, TX 77018 · Health and welfare plans2 plan filings · $4,672 disclosed · median 197 participantsNamed in Form 5500 filingsRobbins, III, Ralph R2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $284 disclosed · median 1,358 participantsNamed in Form 5500 filingsRobert Klug2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $61 disclosed · median 1,561 participantsNamed in Form 5500 filingsRobert W Toth2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $596 disclosed · median 738 participantsNamed in Form 5500 filingsRodriguez, Sean P2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $251 disclosed · median 657 participantsNamed in Form 5500 filingsRose Bizarro2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $1,053 disclosed · median 439 participantsNamed in Form 5500 filingsRosemary Choi6200 Savoy Suite 345 · Houston, TX 77056 · Health and welfare plans2 plan filings · $28 disclosed · median 359 participantsNamed in Form 5500 filingsRosenbaum Jr, Tom L2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $833 disclosed · median 1,478 participantsNamed in Form 5500 filingsRoy, Tommy D2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $30 disclosed · median 432 participantsNamed in Form 5500 filingsRussell, John H2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $86 disclosed · median 337 participantsNamed in Form 5500 filingsRyan Grassel2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $259 disclosed · median 146 participantsNamed in Form 5500 filingsRyan L Wilson2929 Allen Pkwy · Houston, TX 77019 · Retirement plans2 plan filings · $28 disclosed · median 2,601 participantsNamed in Form 5500 filingsRyan, Michael J2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $64 disclosed · median 243 participantsNamed in Form 5500 filingsSalazar, Holly R2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $31 disclosed · median 6,431 participantsNamed in Form 5500 filingsSchultz, John a2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $14,258 disclosed · median 442 participantsNamed in Form 5500 filingsSean P Rodriguez2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $393 disclosed · median 636 participantsNamed in Form 5500 filingsSeebeck, Michael2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $2,924 disclosed · median 417 participantsNamed in Form 5500 filingsSerene Alsous2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $80 disclosed · median 7,595 participantsNamed in Form 5500 filingsSerrano, Lawrence2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $375 disclosed · median 371 participantsNamed in Form 5500 filingsSestito, Susan G2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $339 disclosed · median 24,947 participantsNamed in Form 5500 filingsShawnee G. Anderson2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $827 disclosed · median 84 participantsNamed in Form 5500 filingsShippey, Christine L2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $80 disclosed · median 981 participantsNamed in Form 5500 filingsSofer Steiner2700 Post Oak Boulevard, Suite 1150 · Houston, TX 77056 · Health and welfare plans2 plan filings · $115,076 disclosed · median 251 participantsNamed in Form 5500 filingsSpencer E Seidler2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $50 disclosed · median 3,468 participantsNamed in Form 5500 filingsSt Dizier, Catherine E2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $35 disclosed · median 137 participantsNamed in Form 5500 filingsStamey, Lewis D2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $1,784 disclosed · median 1,482 participantsNamed in Form 5500 filingsStassen, Nate R2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $181 disclosed · median 1,437 participantsNamed in Form 5500 filingsStephanie Huff2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $55 disclosed · median 278 participantsNamed in Form 5500 filingsSteven BentleyValic, 2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $72 disclosed · median 249 participantsNamed in Form 5500 filingsSteven G. Wilson2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $484 disclosed · median 3,485 participantsNamed in Form 5500 filingsTailored Worksite Sevices, LLC1802 Lake Meadows Court · Houston, TX 77077 · Health and welfare plans2 plan filings · $2,168 disclosed · median 719 participantsNamed in Form 5500 filingsTam T Le2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $257 disclosed · median 1,068 participantsNamed in Form 5500 filingsTeam Client2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $73 disclosed · median 98 participantsNamed in Form 5500 filingsTerance R Helland2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $188 disclosed · median 552 participantsNamed in Form 5500 filingsThames, Otis R2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $161 disclosed · median 8,989 participantsNamed in Form 5500 filingsThe Baldwin Group Southeast LLC5151 San Felipe 24th Floor · Houston, TX 77056 · Health and welfare plans2 plan filings · $160,691 disclosed · median 300 participantsNamed in Form 5500 filingsThe Baldwin Group Southeast LLC10575 Katy Fwy, #150 · Houston, TX 77024 · Health and welfare plans2 plan filings · $48,839 disclosed · median 282 participantsNamed in Form 5500 filingsThe Benefits Team, INC.840 Gessner Road, Suite 600 · Houston, TX 77024 · Health and welfare plans2 plan filings · $68 disclosed · median 504 participantsNamed in Form 5500 filingsThe Hilb Group Central LLC14800 Saint Marys Ln Ste 235 · Houston, TX 77079 · Health and welfare plans2 plan filings · $27,724 disclosed · median 145 participantsNamed in Form 5500 filingsThiesman L. Brown2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $729 disclosed · median 693 participantsNamed in Form 5500 filingsThomas a Heidt2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $112 disclosed · median 7,547 participantsNamed in Form 5500 filingsThomas E McClendon2929 Allen Pkwy · Houston, TX 77019 · Retirement plans2 plan filings · $216 disclosed · median 2,171 participantsNamed in Form 5500 filingsThomas J Chambers2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $72 disclosed · median 1,063 participantsNamed in Form 5500 filingsThomas, III, Elton S2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $41 disclosed · median 302 participantsNamed in Form 5500 filingsThurman, Leotha2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $81 disclosed · median 1,541 participantsNamed in Form 5500 filingsTicknor, Matthew a2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $981 disclosed · median 817 participantsNamed in Form 5500 filingsTingas, Georgea2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $22,497 disclosed · median 1,902 participantsNamed in Form 5500 filingsTom L Rosenbaum Jr2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $508 disclosed · median 3,793 participantsNamed in Form 5500 filingsToth, Robert W2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $52 disclosed · median 8,169 participantsNamed in Form 5500 filingsTowery, Braxton2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $32,830 disclosed · median 6,841 participantsNamed in Form 5500 filingsTrent Harris2929 Allen Pkwy · Houston, TX 77019 · Retirement plans2 plan filings · $373 disclosed · median 187 participantsNamed in Form 5500 filingsTroy L. Webb2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $755 disclosed · median 7,684 participantsNamed in Form 5500 filingsTrudo, Robert B2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $30 disclosed · median 2,479 participantsNamed in Form 5500 filingsTucker Lithographic Company, INC.5250 Gulfton Street, Suite 2c · Houston, TX 77081 · Health and welfare plans2 plan filings · $49,870 disclosed · median 3,947 participantsNamed in Form 5500 filingsTurner, Ann M2929 Allen Parkway · Houston, TX 77019 · Retirement plans2 plan filings · $5,656 disclosed · median 8,989 participantsNamed in Form 5500 filingsUsi Insurance Services1250 Woodbranch Park Drive, Suite 300 · Houston, TX 77079 · Health and welfare plans2 plan filings · $7,913 disclosed · median 135 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.