Dana Brett Polk
Seminole, FL
Dana Brett Polk of Seminole, FL is the broker of record on 9 Form 5500 Schedule A filings covering 6 employer benefit plans, with $12,455 in reported broker commissions (plan year 2025).
Quick answer
Dana Brett Polk (Seminole, FL) is the broker of record for 6 employer benefit plan sponsors on 9 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Dana Brett Polk have?
- Dana Brett Polk is named as broker on Form 5500 Schedule A filings for 6 distinct plan sponsors.
- Who are Dana Brett Polk's largest employer clients?
- By plan participants, the largest include Marsh & Mclennan Agency, LLC - Florida Region (713 participants), Innovative Foodservice Group (193 participants) and Bay Village Of Sarasota, Inc. (189 participants).
- How much does Dana Brett Polk earn in commissions?
- Insurers reported $12,455 in broker commissions paid to Dana Brett Polk for plan year 2025, per Schedule A Part 1.
- Where is Dana Brett Polk located?
- Dana Brett Polk is based in Seminole, FL.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Dana Brett Polk 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 |
|---|---|---|---|
| Marsh & Mclennan Agency, LLC - Florida Region | FL | 713 | 2025-12-31 |
| Innovative Foodservice Group | FL | 193 | 2025-12-31 |
| Bay Village Of Sarasota, Inc. | FL | 189 | 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.