Charlotte Santa Cruz
Bay St. Louis, MS
Charlotte Santa Cruz of Bay St. Louis, MS is the broker of record on 11 Form 5500 Schedule A filings covering 9 employer benefit plans across 8 states, with $355,790 in reported broker commissions (plan year 2025).
Quick answer
Charlotte Santa Cruz (Bay St. Louis, MS) is the broker of record for 9 employer benefit plan sponsors on 11 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Charlotte Santa Cruz have?
- Charlotte Santa Cruz is named as broker on Form 5500 Schedule A filings for 9 distinct plan sponsors in 8 states.
- Who are Charlotte Santa Cruz's largest employer clients?
- By plan participants, the largest include Germain Automotive Partnership, Inc. (1,283 participants), Premier Automotive Management, LLC (954 participants) and Dolan Enterprises, Inc. (481 participants).
- How much does Charlotte Santa Cruz earn in commissions?
- Insurers reported $355,790 in broker commissions paid to Charlotte Santa Cruz for plan year 2025, per Schedule A Part 1.
- Where is Charlotte Santa Cruz located?
- Charlotte Santa Cruz is based in Bay St. Louis, MS and has employer clients in 8 states.
- How does Charlotte Santa Cruz rank among benefits brokers in Mississippi?
- Charlotte Santa Cruz ranks #37 by employer clients among the 50 most active benefits brokers based in Mississippi.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Charlotte Santa Cruz 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 |
|---|---|---|---|
| Germain Automotive Partnership, Inc. | OH | 1,283 | 2025-12-31 |
| Premier Automotive Management, LLC | LA | 954 | 2025-12-31 |
| Dolan Enterprises, Inc. | NV | 481 | 2024-12-31 |
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- The William Morris Group Pa: 6 employer clients, $519,425 reported commissions (Jackson)
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.