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Benefits Intelligence/Broker Directory/Florida

L A D Financial Corp

Palm Beach Gardens, FL

L A D Financial Corp of Palm Beach Gardens, FL is the broker of record on 8 Form 5500 Schedule A filings covering 5 employer benefit plans, with $2,116 in reported broker commissions (plan year 2025).

Employer clients
5
distinct plan sponsors
Schedule A filings
8
States served
1
Reported commissions
$2,116
plan year 2025
Reported fees
$56

Quick answer

L A D Financial Corp (Palm Beach Gardens, FL) is the broker of record for 5 employer benefit plan sponsors on 8 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does L A D Financial Corp have?
L A D Financial Corp is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors.
Who are L A D Financial Corp's largest employer clients?
By plan participants, the largest include Regis Hr Group (4,069 participants), Acr Electronics, Inc. (306 participants) and International Resorts Management LLC (191 participants).
How much does L A D Financial Corp earn in commissions?
Insurers reported $2,116 in broker commissions and $56 in fees paid to L A D Financial Corp for plan year 2025, per Schedule A Part 1.
Where is L A D Financial Corp located?
L A D Financial Corp is based in Palm Beach Gardens, FL.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming L A D Financial Corp 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
Regis Hr GroupFL4,0692025-12-31
Acr Electronics, Inc.FL3062025-12-31
International Resorts Management LLCFL1912025-12-31
2 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.