Fundz
Fundz
Benefits Intelligence/Broker Directory/Florida

Aligned Benefits LLC

Lakeland, FL

Aligned Benefits LLC of Lakeland, FL is the broker of record on 4 Form 5500 Schedule A filings covering 4 employer benefit plans, with $30,709 in reported broker commissions (plan year 2025).

Employer clients
4
distinct plan sponsors
Schedule A filings
4
States served
1
Reported commissions
$30,709
plan year 2025

Quick answer

Aligned Benefits LLC (Lakeland, FL) is the broker of record for 4 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Aligned Benefits LLC have?
Aligned Benefits LLC is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors.
Who are Aligned Benefits LLC's largest employer clients?
By plan participants, the largest include Synergic Healthcare Solutions LLC (194 participants), National Aviation Academy Of Mississippi, Inc. (137 participants) and Lifeworks Wellness Center (113 participants).
How much does Aligned Benefits LLC earn in commissions?
Insurers reported $30,709 in broker commissions paid to Aligned Benefits LLC for plan year 2025, per Schedule A Part 1.
Where is Aligned Benefits LLC located?
Aligned Benefits LLC is based in Lakeland, FL.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Aligned Benefits LLC 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
Synergic Healthcare Solutions LLCFL1942025-12-31
National Aviation Academy Of Mississippi, Inc.FL1372025-12-31
Lifeworks Wellness CenterFL1132025-10-31
1 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Sell through benefits brokers? Let us show you around.

Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.

Book a 20-minute walkthrough

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

Get Strategic →Start nowBook a 15-min walkthrough

Other benefits brokers in Florida

All brokers in Florida →

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.