Fundz
Fundz
Benefits Intelligence/Broker Directory/Florida

Jeffery F. Barnett

Orlando, FL

Jeffery F. Barnett of Orlando, FL is the broker of record on 4 Form 5500 Schedule A filings covering 3 employer benefit plans, with $2,442 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
4
States served
1
Reported commissions
$2,442
plan year 2025
Reported fees
$2,771

Quick answer

Jeffery F. Barnett (Orlando, FL) 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 Jeffery F. Barnett have?
Jeffery F. Barnett is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
Who are Jeffery F. Barnett's largest employer clients?
By plan participants, the largest include The Mortgage Firm, Inc. (264 participants), American Premier Services (243 participants) and Dz Block, Inc (215 participants).
How much does Jeffery F. Barnett earn in commissions?
Insurers reported $2,442 in broker commissions and $2,771 in fees paid to Jeffery F. Barnett for plan year 2025, per Schedule A Part 1.
Where is Jeffery F. Barnett located?
Jeffery F. Barnett is based in Orlando, FL.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Jeffery F. Barnett 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
The Mortgage Firm, Inc.FL2642025-12-31
American Premier ServicesFL2432025-03-31
Dz Block, IncFL2152025-07-31

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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.