Fundz
Fundz
Benefits Intelligence/Broker Directory/Florida

Aimee Brandon

Wesley Chapel, FL

Aimee Brandon of Wesley Chapel, FL is the broker of record on 4 Form 5500 Schedule A filings covering 3 employer benefit plans, with $858 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
4
States served
1
Reported commissions
$858
plan year 2025

Quick answer

Aimee Brandon (Wesley Chapel, FL) is the broker of record for 3 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Aimee Brandon have?
Aimee Brandon is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
Who are Aimee Brandon's largest employer clients?
By plan participants, the largest include Midflorida Credit Union (1,060 participants), St. Luke'S Cataract And Laser Institute.P.A. (394 participants) and Phasetronics, Inc. Dba Motortronics (90 participants).
How much does Aimee Brandon earn in commissions?
Insurers reported $858 in broker commissions paid to Aimee Brandon for plan year 2025, per Schedule A Part 1.
Where is Aimee Brandon located?
Aimee Brandon is based in Wesley Chapel, FL.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Aimee Brandon 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
Midflorida Credit UnionFL1,0602025-12-31
St. Luke'S Cataract And Laser Institute.P.A.FL3942024-12-31
Phasetronics, Inc. Dba MotortronicsFL902025-10-31

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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.