Lad Financial Corp
Palm Beach Gardens, FL
Lad Financial Corp of Palm Beach Gardens, FL is the broker of record on 5 Form 5500 Schedule A filings covering 4 employer benefit plans, with $2,470 in reported broker commissions (plan year 2025).
Quick answer
Lad Financial Corp (Palm Beach Gardens, FL) is the broker of record for 4 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Lad Financial Corp have?
- Lad Financial Corp is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors.
- Who are Lad Financial Corp's largest employer clients?
- By plan participants, the largest include Maple Health And Rehabilitation Centers, Inc (176 participants), Chapman Partnership (142 participants) and Searcy Denney Scarola Barnhart And Shipley, Pa (135 participants).
- How much does Lad Financial Corp earn in commissions?
- Insurers reported $2,470 in broker commissions and $130 in fees paid to Lad Financial Corp for plan year 2025, per Schedule A Part 1.
- Where is Lad Financial Corp located?
- Lad Financial Corp is based in Palm Beach Gardens, FL.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Lad Financial Corp 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 |
|---|---|---|---|
| Maple Health And Rehabilitation Centers, Inc | FL | 176 | 2025-06-30 |
| Chapman Partnership | FL | 142 | 2025-12-31 |
| Searcy Denney Scarola Barnhart And Shipley, Pa | FL | 135 | 2024-12-31 |
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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.