Kelly A Irvine
Fort Myers, FL
Kelly A Irvine of Fort Myers, FL is the broker of record on 43 Form 5500 Schedule A filings covering 25 employer benefit plans across 2 states, with $577 in reported broker commissions (plan year 2025).
Quick answer
Kelly A Irvine (Fort Myers, FL) is the broker of record for 25 employer benefit plan sponsors on 43 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Kelly A Irvine have?
- Kelly A Irvine is named as broker on Form 5500 Schedule A filings for 25 distinct plan sponsors in 2 states.
- Who are Kelly A Irvine's largest employer clients?
- By plan participants, the largest include The University Of Vermont Health Network, Inc. (13,985 participants), Bankers Healthcare Group (1,138 participants) and Oneida Healthcare (888 participants).
- How much does Kelly A Irvine earn in commissions?
- Insurers reported $577 in broker commissions paid to Kelly A Irvine for plan year 2025, per Schedule A Part 1.
- Where is Kelly A Irvine located?
- Kelly A Irvine is based in Fort Myers, FL and has employer clients in 2 states.
- How does Kelly A Irvine rank among benefits brokers in Florida?
- Kelly A Irvine ranks #48 by employer clients among the 50 most active benefits brokers based in Florida.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Kelly A Irvine 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 |
|---|---|---|---|
| The University Of Vermont Health Network, Inc. | VT | 13,985 | 2025-12-31 |
| Bankers Healthcare Group | NY | 1,138 | 2024-12-31 |
| Oneida Healthcare | NY | 888 | 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.