Brokers › Dallas–Fort Worth › Dallas
Summit Financial Group
Employee benefits brokerage in Dallas, Texas
License activeTexas Dept. of Insurance, through Nov 2028
4 employersNamed on 2024 federal benefit-plan filings
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. Only employers based in Texas are counted. 30 employers based in other states also named this office.
4employers named this broker
6benefit-plan filings
763employees on those plans
5lines: Disability, Life, Medical, Vision, Dental
Employer size (employees)
Carriers on their plans
Where those employers are
- Houston 1
- Argyle 1
- The Woodlands 1
- Grand Prairie 1
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 Agency, No. 19183, valid through Nov 19, 2028 — Texas Department of Insurance
- Google rating
- 5.0 from 2 reviews — read them on Google. Reviews aren’t verified by Google.
- Office
- 5420 Lyndon B Johnson Fwy #1940, Dallas, TX 75240 — matches the Google Business Profile
- 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
Compare with other brokers near Dallas
Offices in and around Dallas, Texas
LocktonAgency in Dallas, license on file
Marsh McLennan Agency – DallasAgency in Dallas, license on file
Gallagher – DallasAgency in Dallas, license on file
IMA Financial GroupAgency in Dallas, license on file
WTW (Willis Towers Watson) – DallasAgency in Dallas, license on file- USI Insurance Services – DallasAgency in Dallas, license on file