Gwn Securities Inc
Palm Beach Gardens, FL
Gwn Securities Inc of Palm Beach Gardens, FL is the broker of record on 27 Form 5500 Schedule A filings covering 16 employer benefit plans across 8 states, with $292,717 in reported broker commissions (plan year 2025).
Quick answer
Gwn Securities Inc (Palm Beach Gardens, FL) is the broker of record for 16 employer benefit plan sponsors on 27 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Gwn Securities Inc have?
- Gwn Securities Inc is named as broker on Form 5500 Schedule A filings for 16 distinct plan sponsors in 8 states.
- Who are Gwn Securities Inc's largest employer clients?
- By plan participants, the largest include Futureplan Fiduciary Services, LLC (196,164 participants), Principal Life Insurance Company (161,040 participants) and Imagine Schools, Inc. (3,358 participants).
- How much does Gwn Securities Inc earn in commissions?
- Insurers reported $292,717 in broker commissions paid to Gwn Securities Inc for plan year 2025, per Schedule A Part 1.
- Where is Gwn Securities Inc located?
- Gwn Securities Inc is based in Palm Beach Gardens, FL and has employer clients in 8 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Gwn Securities 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 |
|---|---|---|---|
| Futureplan Fiduciary Services, LLC | MA | 196,164 | 2025-12-31 |
| Principal Life Insurance Company | IA | 161,040 | 2024-12-31 |
| Imagine Schools, Inc. | VA | 3,358 | 2024-12-31 |
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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.