How many employer clients does Item Iii Trust U/W have?

Item Iii Trust U/W is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.

Who are Item Iii Trust U/W's largest employer clients?

By plan participants, the largest include Gestamp North America, Inc. (3,871 participants), Escalent, Inc. (537 participants) and Neapco Holdings, LLC (301 participants).

How much does Item Iii Trust U/W earn in commissions?

Insurers reported $1,298 in broker commissions paid to Item Iii Trust U/W for plan year 2025, per Schedule A Part 1.

Where is Item Iii Trust U/W located?

Item Iii Trust U/W is based in Atlanta, GA.

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

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$1,298

plan year 2025

Quick answer

Item Iii Trust U/W (Atlanta, GA) is the broker of record for 3 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Item Iii Trust U/W have?: Item Iii Trust U/W is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
Who are Item Iii Trust U/W's largest employer clients?: By plan participants, the largest include Gestamp North America, Inc. (3,871 participants), Escalent, Inc. (537 participants) and Neapco Holdings, LLC (301 participants).
How much does Item Iii Trust U/W earn in commissions?: Insurers reported $1,298 in broker commissions paid to Item Iii Trust U/W for plan year 2025, per Schedule A Part 1.
Where is Item Iii Trust U/W located?: Item Iii Trust U/W is based in Atlanta, GA.

Source: Fundz verified event record.

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.

Employer	State	Participants	Plan year end
Gestamp North America, Inc.	MI	3,871	2025-12-31
Escalent, Inc.	MI	537	2025-12-31
Neapco Holdings, LLC	MI	301	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.