Cruse Fncl Group Inc
Dallas, TX
Cruse Fncl Group Inc of Dallas, TX is the broker of record on 7 Form 5500 Schedule A filings covering 4 employer benefit plans, with $4,568 in reported broker commissions (plan year 2025).
Quick answer
Cruse Fncl Group Inc (Dallas, TX) is the broker of record for 4 employer benefit plan sponsors on 7 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Cruse Fncl Group Inc have?
- Cruse Fncl Group Inc is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors.
- Who are Cruse Fncl Group Inc's largest employer clients?
- By plan participants, the largest include Walters, Balido, & Crain L.L.L.P. (207 participants), Swingle Collins & Associates (144 participants) and Good Fulton & Farrell, Inc Dba Gff, Inc. (103 participants).
- How much does Cruse Fncl Group Inc earn in commissions?
- Insurers reported $4,568 in broker commissions and $649 in fees paid to Cruse Fncl Group Inc for plan year 2025, per Schedule A Part 1.
- Where is Cruse Fncl Group Inc located?
- Cruse Fncl Group Inc is based in Dallas, TX.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Cruse Fncl Group Inc on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Walters, Balido, & Crain L.L.L.P. | TX | 207 | 2025-12-31 |
| Swingle Collins & Associates | TX | 144 | 2025-09-30 |
| Good Fulton & Farrell, Inc Dba Gff, Inc. | TX | 103 | 2026-03-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.