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Benefits Intelligence/Broker Directory/Florida

Barry Olfern And Assoc. Inc

Hollywood, FL

Barry Olfern And Assoc. Inc of Hollywood, FL is the broker of record on 23 Form 5500 Schedule A filings covering 15 employer benefit plans across 4 states, with $57,206 in reported broker commissions (plan year 2025).

Employer clients
15
distinct plan sponsors
Schedule A filings
23
States served
4
Reported commissions
$57,206
plan year 2025
Reported fees
$3,963

Quick answer

Barry Olfern And Assoc. Inc (Hollywood, FL) is the broker of record for 15 employer benefit plan sponsors on 23 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Barry Olfern And Assoc. Inc have?
Barry Olfern And Assoc. Inc is named as broker on Form 5500 Schedule A filings for 15 distinct plan sponsors in 4 states.
Who are Barry Olfern And Assoc. Inc's largest employer clients?
By plan participants, the largest include Restaurant Brands International (6,777 participants), Universal Engineering Sciences Holdings, Inc. (3,402 participants) and Modernizing Medicine, Inc. (1,695 participants).
How much does Barry Olfern And Assoc. Inc earn in commissions?
Insurers reported $57,206 in broker commissions and $3,963 in fees paid to Barry Olfern And Assoc. Inc for plan year 2025, per Schedule A Part 1.
Where is Barry Olfern And Assoc. Inc located?
Barry Olfern And Assoc. Inc is based in Hollywood, FL and has employer clients in 4 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Barry Olfern And Assoc. 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
Restaurant Brands InternationalFL6,7772024-12-31
Universal Engineering Sciences Holdings, Inc.FL3,4022024-12-31
Modernizing Medicine, Inc.FL1,6952025-12-31
12 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.