By the numbers
From 2024 Form 5500 Schedule A filings by Texas employers. Counts are employers and plans naming this office as broker; no employer names or commissions are published.
2employers named this broker
2benefit-plan filings
652employees on those plans
2lines: Disability, Life
Employer size (employees)
Carriers on their plans
Source: Form 5500 datasets, U.S. Department of Labor. Employee counts are the employers’ reported active participants; an employer with several plans is counted once.
On the record
Facts checked against public sources
- Texas license
- General Lines Agent, No. 1338930, valid through Aug 31, 2027 — Texas Department of Insurance
- Google rating
- No Google Business Profile found
- Location
- Katy, Texas
- Federal filings
- Named as broker on 2024 Form 5500 benefit-plan filings — U.S. Department of Labor
Listing data last checked October 27, 2026 against 2024 Form 5500 filings and the Texas Department of Insurance license file. How we build this directory
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