Affinity Ltc, LLC
Fort Myers, FL
Affinity Ltc, LLC of Fort Myers, FL is the broker of record on 8 Form 5500 Schedule A filings covering 4 employer benefit plans across 3 states, with $51,889 in reported broker commissions (plan year 2025).
Quick answer
Affinity Ltc, LLC (Fort Myers, FL) is the broker of record for 4 employer benefit plan sponsors on 8 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Affinity Ltc, LLC have?
- Affinity Ltc, LLC is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 3 states.
- Who are Affinity Ltc, LLC's largest employer clients?
- By plan participants, the largest include Wake Forest University (2,665 participants), Warner Music Inc. (1,772 participants) and Davidson College (985 participants).
- How much does Affinity Ltc, LLC earn in commissions?
- Insurers reported $51,889 in broker commissions paid to Affinity Ltc, LLC for plan year 2025, per Schedule A Part 1.
- Where is Affinity Ltc, LLC located?
- Affinity Ltc, LLC is based in Fort Myers, FL and has employer clients in 3 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Affinity Ltc, LLC 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 |
|---|---|---|---|
| Wake Forest University | NC | 2,665 | 2025-12-31 |
| Warner Music Inc. | NY | 1,772 | 2025-12-31 |
| Davidson College | NC | 985 | 2025-12-31 |
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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.