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Benefits Intelligence/Broker Directory/Florida

J Rolfe Davis Insurance Agency LLC

Maitland, FL

J Rolfe Davis Insurance Agency LLC of Maitland, FL is the broker of record on 139 Form 5500 Schedule A filings covering 28 employer benefit plans across 6 states, with $7,441,195 in reported broker commissions (plan year 2015).

Employer clients
28
distinct plan sponsors
Schedule A filings
139
States served
6
Reported commissions
$7,441,195
plan year 2015
Reported fees
$223,333

Employer clients

Plan sponsors naming J Rolfe Davis Insurance Agency 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
Westminster Services, Inc.FL2,5252010-03-31
Ced-Concord Management Ltd.FL9882011-02-28
Cnl Financial Group, Inc.FL9012013-12-31
25 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Know who holds the account, and when it renews.

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.