Fundz
Fundz
Benefits Intelligence/Broker Directory/Florida

Barry Olfern And Associates, Inc.

Hollywood, FL

Barry Olfern And Associates, Inc. of Hollywood, FL is the broker of record on 8 Form 5500 Schedule A filings covering 6 employer benefit plans across 2 states, with $6,013 in reported broker commissions (plan year 2025).

Employer clients
6
distinct plan sponsors
Schedule A filings
8
States served
2
Reported commissions
$6,013
plan year 2025

Quick answer

Barry Olfern And Associates, Inc. (Hollywood, FL) is the broker of record for 6 employer benefit plan sponsors on 8 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Barry Olfern And Associates, Inc. have?
Barry Olfern And Associates, Inc. is named as broker on Form 5500 Schedule A filings for 6 distinct plan sponsors in 2 states.
Who are Barry Olfern And Associates, Inc.'s largest employer clients?
By plan participants, the largest include Celsius, Inc (940 participants), Starboard Holdings, Ltd. (393 participants) and Premier Infrastructure & Energy LLC (264 participants).
How much does Barry Olfern And Associates, Inc. earn in commissions?
Insurers reported $6,013 in broker commissions paid to Barry Olfern And Associates, Inc. for plan year 2025, per Schedule A Part 1.
Where is Barry Olfern And Associates, Inc. located?
Barry Olfern And Associates, Inc. is based in Hollywood, FL and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Barry Olfern And Associates, 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
Celsius, IncFL9402025-12-31
Starboard Holdings, Ltd.FL3932024-12-31
Premier Infrastructure & Energy LLCNY2642024-12-31
3 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.