Fundz
Fundz
Benefits Intelligence/Broker Directory/Georgia

Fallon Benefits Group Inc.

Atlanta, GA

Fallon Benefits Group Inc. of Atlanta, GA is the broker of record on 70 Form 5500 Schedule A filings covering 44 employer benefit plans across 6 states, with $7,639,883 in reported broker commissions (plan year 2025).

Employer clients
44
distinct plan sponsors
Schedule A filings
70
States served
6
Reported commissions
$7,639,883
plan year 2025
Reported fees
$2,316,340

Quick answer

Fallon Benefits Group Inc. (Atlanta, GA) is the broker of record for 44 employer benefit plan sponsors on 70 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Fallon Benefits Group Inc. have?
Fallon Benefits Group Inc. is named as broker on Form 5500 Schedule A filings for 44 distinct plan sponsors in 6 states.
Who are Fallon Benefits Group Inc.'s largest employer clients?
By plan participants, the largest include Lg Energy Solution Michigan, Inc. (4,882 participants), Ashton Woods Usa, LLC. (1,338 participants) and Knapp, Inc. (1,324 participants).
How much does Fallon Benefits Group Inc. earn in commissions?
Insurers reported $7.6 million in broker commissions and $2.3 million in fees paid to Fallon Benefits Group Inc. for plan year 2025, per Schedule A Part 1.
Where is Fallon Benefits Group Inc. located?
Fallon Benefits Group Inc. is based in Atlanta, GA and has employer clients in 6 states.
How does Fallon Benefits Group Inc. rank among benefits brokers in Georgia?
Fallon Benefits Group Inc. ranks #11 by employer clients among the 50 most active benefits brokers based in Georgia.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Fallon Benefits Group 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
Lg Energy Solution Michigan, Inc.MI4,8822025-12-31
Ashton Woods Usa, LLC.GA1,3382025-12-31
Knapp, Inc.GA1,3242025-12-31
41 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.