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Benefits Intelligence/Broker Directory/Georgia

Item Iii Trust U/W

Atlanta, GA

Item Iii Trust U/W of Atlanta, GA is the broker of record on 4 Form 5500 Schedule A filings covering 3 employer benefit plans, with $1,298 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
4
States served
1
Reported commissions
$1,298
plan year 2025

Employer clients

Plan sponsors naming Item Iii Trust U/W 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
Gestamp North America, Inc.MI3,8712025-12-31
Escalent, Inc.MI5372025-12-31
Neapco Holdings, LLCMI3012025-12-31

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Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.