How many employer clients does Broker Not Provided have?

Broker Not Provided is named as broker on Form 5500 Schedule A filings for 20 distinct plan sponsors in 9 states.

Who are Broker Not Provided's largest employer clients?

By plan participants, the largest include Pm Hotel Group (2,709 participants), Presidio, LLC (2,406 participants) and Kipp Dc Public Charter Schools (1,282 participants).

How much does Broker Not Provided earn in commissions?

Insurers reported $225,876 in broker commissions and $124,859 in fees paid to Broker Not Provided for plan year 2025, per Schedule A Part 1.

Benefits Intelligence/Broker Directory

Broker Not Provided

Broker Not Provided is the broker of record on 25 Form 5500 Schedule A filings covering 20 employer benefit plans across 9 states, with $225,876 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$225,876

plan year 2025

Reported fees

$124,859

Quick answer

Broker Not Provided is the broker of record for 20 employer benefit plan sponsors on 25 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Broker Not Provided have?: Broker Not Provided is named as broker on Form 5500 Schedule A filings for 20 distinct plan sponsors in 9 states.
Who are Broker Not Provided's largest employer clients?: By plan participants, the largest include Pm Hotel Group (2,709 participants), Presidio, LLC (2,406 participants) and Kipp Dc Public Charter Schools (1,282 participants).
How much does Broker Not Provided earn in commissions?: Insurers reported $225,876 in broker commissions and $124,859 in fees paid to Broker Not Provided for plan year 2025, per Schedule A Part 1.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Broker Not Provided 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
Pm Hotel Group	MD	2,709	2025-12-31
Presidio, LLC	VA	2,406	2025-07-31
Kipp Dc Public Charter Schools	DC	1,282	2025-06-30

17 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.