Future Planning Associates, Inc.
Williston, VT
Future Planning Associates, Inc. of Williston, VT is the broker of record on 12 Form 5500 Schedule A filings covering 7 employer benefit plans across 2 states, with $11,765 in reported broker commissions (plan year 2025).
Quick answer
Future Planning Associates, Inc. (Williston, VT) is the broker of record for 7 employer benefit plan sponsors on 12 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Future Planning Associates, Inc. have?
- Future Planning Associates, Inc. is named as broker on Form 5500 Schedule A filings for 7 distinct plan sponsors in 2 states.
- Who are Future Planning Associates, Inc.'s largest employer clients?
- By plan participants, the largest include Galvion Ltd. (314 participants), Richford Health Center, Inc. (202 participants) and Engelberth Construction, Inc. (114 participants).
- How much does Future Planning Associates, Inc. earn in commissions?
- Insurers reported $11,765 in broker commissions and $94,812 in fees paid to Future Planning Associates, Inc. for plan year 2025, per Schedule A Part 1.
- Where is Future Planning Associates, Inc. located?
- Future Planning Associates, Inc. is based in Williston, VT and has employer clients in 2 states.
- How does Future Planning Associates, Inc. rank among benefits brokers in Vermont?
- Future Planning Associates, Inc. ranks #5 by employer clients among the 50 most active benefits brokers based in Vermont.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Future Planning Associates, Inc. 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 |
|---|---|---|---|
| Galvion Ltd. | NH | 314 | 2025-12-31 |
| Richford Health Center, Inc. | VT | 202 | 2025-12-31 |
| Engelberth Construction, Inc. | VT | 114 | 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.