Fundz
Fundz
Benefits Intelligence/Broker Directory/Florida

Joseph Willis Jr

Fort Lauderdale, FL

Joseph Willis Jr of Fort Lauderdale, FL is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans, with $21 in reported broker commissions (plan year 2025).

Employer clients
2
distinct plan sponsors
Schedule A filings
3
States served
1
Reported commissions
$21
plan year 2025

Quick answer

Joseph Willis Jr (Fort Lauderdale, FL) is the broker of record for 2 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Joseph Willis Jr have?
Joseph Willis Jr is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
Who are Joseph Willis Jr's largest employer clients?
By plan participants, the largest include Quail Ridge Property Owners Association Inc (307 participants) and Cenvill Recreation Inc (104 participants).
How much does Joseph Willis Jr earn in commissions?
Insurers reported $21 in broker commissions paid to Joseph Willis Jr for plan year 2025, per Schedule A Part 1.
Where is Joseph Willis Jr located?
Joseph Willis Jr is based in Fort Lauderdale, FL.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Joseph Willis Jr 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
Quail Ridge Property Owners Association IncFL3072025-12-31
Cenvill Recreation IncFL1042025-06-30

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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.