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Benefits Intelligence/Broker Directory/Florida

360 Wealth & Benefits, Inc

Tampa, FL

360 Wealth & Benefits, Inc of Tampa, FL is the broker of record on 5 Form 5500 Schedule A filings covering 5 employer benefit plans across 2 states, with $173,888 in reported broker commissions (plan year 2024).

Employer clients
5
distinct plan sponsors
Schedule A filings
5
States served
2
Reported commissions
$173,888
plan year 2024
Reported fees
$48,761

Employer clients

Plan sponsors naming 360 Wealth & Benefits, Inc on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Treeways, IncPA3982025-05-31
Auto Central Services Welfare Benefit PlanFL3422024-12-31
Conant HealthcareFL3312025-09-30
2 more employer clients are on this firm's record, with each plan's renewal date. See the full client list

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Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.