Calton & Associates, Inc.
Tampa, FL
Calton & Associates, Inc. of Tampa, FL is the broker of record on 20 Form 5500 Schedule A filings covering 12 employer benefit plans across 2 states, with $129,080 in reported broker commissions (plan year 2025).
Quick answer
Calton & Associates, Inc. (Tampa, FL) is the broker of record for 12 employer benefit plan sponsors on 20 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Calton & Associates, Inc. have?
- Calton & Associates, Inc. is named as broker on Form 5500 Schedule A filings for 12 distinct plan sponsors in 2 states.
- Who are Calton & Associates, Inc.'s largest employer clients?
- By plan participants, the largest include St. Joseph Holdings, LLC (1,569 participants), Freedom Hospitals Of Magnolia, LLC (376 participants) and Kestrel Field Services, Inc. (335 participants).
- How much does Calton & Associates, Inc. earn in commissions?
- Insurers reported $129,080 in broker commissions paid to Calton & Associates, Inc. for plan year 2025, per Schedule A Part 1.
- Where is Calton & Associates, Inc. located?
- Calton & Associates, Inc. is based in Tampa, FL and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Calton & Associates, 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 |
|---|---|---|---|
| St. Joseph Holdings, LLC | LA | 1,569 | 2025-12-31 |
| Freedom Hospitals Of Magnolia, LLC | LA | 376 | 2025-12-31 |
| Kestrel Field Services, Inc. | TX | 335 | 2025-12-31 |
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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.