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Benefits Intelligence/Broker Directory/Florida

Integrated Retirement Solutions LLC

Port Charlotte, FL

Integrated Retirement Solutions LLC of Port Charlotte, FL is the broker of record on 14 Form 5500 Schedule A filings covering 10 employer benefit plans across 2 states, with $150 in reported broker commissions (plan year 2010).

Employer clients
10
distinct plan sponsors
Schedule A filings
14
States served
2
Reported commissions
$150
plan year 2010
Reported fees
$3,119

Employer clients

Plan sponsors naming Integrated Retirement Solutions LLC 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
Mchugh-Porter Builders, Inc.FL272010-12-31
Lanna Thai, Inc. D/B/A Bangkok RestaurantFL212010-12-31
Primary Care Associates Of S.W. Florida, P.A.FL52007-12-31
7 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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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.

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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.