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Benefits Intelligence/Broker Directory/Florida

Joseph A. Part

Palm Harbor, FL

Joseph A. Part of Palm Harbor, FL is the broker of record on 7 Form 5500 Schedule A filings covering 2 employer benefit plans, with $97,087 in reported broker commissions (plan year 2010).

Employer clients
2
distinct plan sponsors
Schedule A filings
7
States served
1
Reported commissions
$97,087
plan year 2010
Reported fees
$370

Employer clients

Plan sponsors naming Joseph A. Part 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
Sutter Roofing CompanyFL2082005-09-30
Largo Investments & Associates LLCFL1282011-06-30

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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.