Kelly Irvine
Fort Myers, FL
Kelly Irvine of Fort Myers, FL is the broker of record on 9 Form 5500 Schedule A filings covering 6 employer benefit plans across 2 states, with $216 in reported broker commissions (plan year 2025).
Quick answer
Kelly Irvine (Fort Myers, FL) is the broker of record for 6 employer benefit plan sponsors on 9 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Kelly Irvine have?
- Kelly Irvine is named as broker on Form 5500 Schedule A filings for 6 distinct plan sponsors in 2 states.
- Who are Kelly Irvine's largest employer clients?
- By plan participants, the largest include Medbest Medical Management, Inc. (744 participants), Northeast College Of Health Sciences (213 participants) and Sefar Inc. (154 participants).
- How much does Kelly Irvine earn in commissions?
- Insurers reported $216 in broker commissions paid to Kelly Irvine for plan year 2025, per Schedule A Part 1.
- Where is Kelly Irvine located?
- Kelly Irvine is based in Fort Myers, FL and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Kelly 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 |
|---|---|---|---|
| Medbest Medical Management, Inc. | NY | 744 | 2025-12-31 |
| Northeast College Of Health Sciences | NY | 213 | 2024-12-31 |
| Sefar Inc. | NY | 154 | 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.