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Benefits Intelligence/Broker Directory/Florida

Coach Concepts Inc

St Petersburg, FL

Coach Concepts Inc of St Petersburg, FL is the broker of record on 19 Form 5500 Schedule A filings covering 18 employer benefit plans across 6 states, with $5,878 in reported broker commissions (plan year 2025).

Employer clients
18
distinct plan sponsors
Schedule A filings
19
States served
6
Reported commissions
$5,878
plan year 2025
Reported fees
$649

Employer clients

Plan sponsors naming Coach Concepts Inc 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
The Goodman Group, Inc.MN1,1182024-12-31
Ripa And Associates LLCFL1,0382024-12-31
Heritage Management Group, Inc.FL5182025-01-31
15 more employer clients are on this firm's record, with each plan's renewal date. See the full client list

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Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.