Bates & Company, Inc
Winter Park, FL
Bates & Company, Inc of Winter Park, FL is the broker of record on 15 Form 5500 Schedule A filings covering 9 employer benefit plans, with $14,476 in reported broker commissions (plan year 2025).
Quick answer
Bates & Company, Inc (Winter Park, FL) is the broker of record for 9 employer benefit plan sponsors on 15 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Bates & Company, Inc have?
- Bates & Company, Inc is named as broker on Form 5500 Schedule A filings for 9 distinct plan sponsors.
- Who are Bates & Company, Inc's largest employer clients?
- By plan participants, the largest include Strada Services, LLC (1,430 participants), Acorn Stairlifts, Inc (521 participants) and Milvets Systems Technology, Inc. (403 participants).
- How much does Bates & Company, Inc earn in commissions?
- Insurers reported $14,476 in broker commissions and $148,795 in fees paid to Bates & Company, Inc for plan year 2025, per Schedule A Part 1.
- Where is Bates & Company, Inc located?
- Bates & Company, Inc is based in Winter Park, FL.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Bates & Company, Inc 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 |
|---|---|---|---|
| Strada Services, LLC | FL | 1,430 | 2025-12-31 |
| Acorn Stairlifts, Inc | FL | 521 | 2025-12-31 |
| Milvets Systems Technology, Inc. | FL | 403 | 2024-12-31 |
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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.