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Benefits Intelligence/Broker Directory/Florida

Fortun Insurance Inc

Coral Gables, FL

Fortun Insurance Inc of Coral Gables, FL is the broker of record on 3 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $14,188 in reported broker commissions (plan year 2024).

Employer clients
3
distinct plan sponsors
Schedule A filings
3
States served
2
Reported commissions
$14,188
plan year 2024

Quick answer

Fortun Insurance Inc (Coral Gables, FL) is the broker of record for 3 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2024.

How many employer clients does Fortun Insurance Inc have?
Fortun Insurance Inc is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 2 states.
Who are Fortun Insurance Inc's largest employer clients?
By plan participants, the largest include Berkowitz Pollack Brant Advisors + Cpas, LLP (384 participants), Seabring Marine Industries, Inc (263 participants) and Eym Group, Inc. (58 participants).
How much does Fortun Insurance Inc earn in commissions?
Insurers reported $14,188 in broker commissions paid to Fortun Insurance Inc for plan year 2024, per Schedule A Part 1.
Where is Fortun Insurance Inc located?
Fortun Insurance Inc is based in Coral Gables, FL and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Fortun Insurance 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
Berkowitz Pollack Brant Advisors + Cpas, LLPFL3842024-12-31
Seabring Marine Industries, IncFL2632024-09-30
Eym Group, Inc.TX582024-12-31

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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.