Fundz
Fundz
Benefits Intelligence/Broker Directory/Maryland

Cfa LLC

Baltimore, MD

Cfa LLC of Baltimore, MD is the broker of record on 30 Form 5500 Schedule A filings covering 19 employer benefit plans across 5 states, with $116,804 in reported broker commissions (plan year 2025).

Employer clients
19
distinct plan sponsors
Schedule A filings
30
States served
5
Reported commissions
$116,804
plan year 2025
Reported fees
$755,700

Quick answer

Cfa LLC (Baltimore, MD) is the broker of record for 19 employer benefit plan sponsors on 30 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Cfa LLC have?
Cfa LLC is named as broker on Form 5500 Schedule A filings for 19 distinct plan sponsors in 5 states.
Who are Cfa LLC's largest employer clients?
By plan participants, the largest include Melwood Horticultural Training Center Inc. (984 participants), Day & Ross Usa, Inc. (313 participants) and Gaines And Company, Inc. (254 participants).
How much does Cfa LLC earn in commissions?
Insurers reported $116,804 in broker commissions and $755,700 in fees paid to Cfa LLC for plan year 2025, per Schedule A Part 1.
Where is Cfa LLC located?
Cfa LLC is based in Baltimore, MD and has employer clients in 5 states.
How does Cfa LLC rank among benefits brokers in Maryland?
Cfa LLC ranks #36 by employer clients among the 50 most active benefits brokers based in Maryland.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Cfa LLC 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
Melwood Horticultural Training Center Inc.MD9842025-12-31
Day & Ross Usa, Inc.MI3132024-12-31
Gaines And Company, Inc.MD2542025-12-31
16 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.