Next Financial Group Inc
Houston, TX
Next Financial Group Inc of Houston, TX is the broker of record on 29 Form 5500 Schedule A filings covering 16 employer benefit plans across 11 states, with $249,012 in reported broker commissions (plan year 2025).
Quick answer
Next Financial Group Inc (Houston, TX) is the broker of record for 16 employer benefit plan sponsors on 29 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Next Financial Group Inc have?
- Next Financial Group Inc is named as broker on Form 5500 Schedule A filings for 16 distinct plan sponsors in 11 states.
- Who are Next Financial Group Inc's largest employer clients?
- By plan participants, the largest include Hagerty Insurance Agency, LLC (1,676 participants), Flexcare LLC Dba Flexcare Medical Staffing (1,250 participants) and Matcor Automotive (Michigan), Inc. (1,220 participants).
- How much does Next Financial Group Inc earn in commissions?
- Insurers reported $249,012 in broker commissions and $23,036 in fees paid to Next Financial Group Inc for plan year 2025, per Schedule A Part 1.
- Where is Next Financial Group Inc located?
- Next Financial Group Inc is based in Houston, TX and has employer clients in 11 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Next Financial 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 |
|---|---|---|---|
| Hagerty Insurance Agency, LLC | MI | 1,676 | 2025-12-31 |
| Flexcare LLC Dba Flexcare Medical Staffing | CA | 1,250 | 2025-12-31 |
| Matcor Automotive (Michigan), Inc. | MI | 1,220 | 2024-12-31 |
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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.