Fundz
Fundz
Benefits Intelligence/Broker Directory/Rhode Island

David L. Fleury And Various Agents

Portsmouth, RI

David L. Fleury And Various Agents of Portsmouth, RI is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans, with $717 in reported broker commissions (plan year 2025).

Employer clients
2
distinct plan sponsors
Schedule A filings
3
States served
1
Reported commissions
$717
plan year 2025
Reported fees
$144

Quick answer

David L. Fleury And Various Agents (Portsmouth, RI) is the broker of record for 2 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does David L. Fleury And Various Agents have?
David L. Fleury And Various Agents is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
Who are David L. Fleury And Various Agents's largest employer clients?
By plan participants, the largest include Way Finders, Inc. (214 participants) and Security Lock Distributors Inc. (153 participants).
How much does David L. Fleury And Various Agents earn in commissions?
Insurers reported $717 in broker commissions and $144 in fees paid to David L. Fleury And Various Agents for plan year 2025, per Schedule A Part 1.
Where is David L. Fleury And Various Agents located?
David L. Fleury And Various Agents is based in Portsmouth, RI.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming David L. Fleury And Various Agents 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
Way Finders, Inc.MA2142019-06-30
Security Lock Distributors Inc.MA1532017-09-14

Sell through benefits brokers? Let us show you around.

Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.

Book a 20-minute walkthrough

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

Get Strategic →Start nowBook a 15-min walkthrough

Other benefits brokers in Rhode Island

All brokers in Rhode Island →

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.