Levi & Associates Insurance
Boca Raton, FL
Levi & Associates Insurance of Boca Raton, FL is the broker of record on 6 Form 5500 Schedule A filings covering 5 employer benefit plans across 2 states, with $278,760 in reported broker commissions (plan year 2025).
Quick answer
Levi & Associates Insurance (Boca Raton, FL) is the broker of record for 5 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Levi & Associates Insurance have?
- Levi & Associates Insurance is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors in 2 states.
- Who are Levi & Associates Insurance's largest employer clients?
- By plan participants, the largest include Axel Johnson Inc. (968 participants), Peoples Trust Insurance Co. (348 participants) and Retina Florida Mso, LLC (141 participants).
- How much does Levi & Associates Insurance earn in commissions?
- Insurers reported $278,760 in broker commissions paid to Levi & Associates Insurance for plan year 2025, per Schedule A Part 1.
- Where is Levi & Associates Insurance located?
- Levi & Associates Insurance is based in Boca Raton, FL and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Levi & Associates Insurance 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 |
|---|---|---|---|
| Axel Johnson Inc. | CT | 968 | 2025-12-31 |
| Peoples Trust Insurance Co. | FL | 348 | 2024-12-31 |
| Retina Florida Mso, LLC | FL | 141 | 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.