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Benefits Intelligence/Broker Directory/Florida

Lon R Kolstad

Pembroke Pines, FL

Lon R Kolstad of Pembroke Pines, FL is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans, with $350 in reported broker commissions (plan year 2025).

Employer clients
2
distinct plan sponsors
Schedule A filings
3
States served
1
Reported commissions
$350
plan year 2025

Quick answer

Lon R Kolstad (Pembroke Pines, FL) is the broker of record for 2 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Lon R Kolstad have?
Lon R Kolstad is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
Who are Lon R Kolstad's largest employer clients?
By plan participants, the largest include The Simplex Group, Inc. (3,015 participants) and Smartprocure, Inc (140 participants).
How much does Lon R Kolstad earn in commissions?
Insurers reported $350 in broker commissions paid to Lon R Kolstad for plan year 2025, per Schedule A Part 1.
Where is Lon R Kolstad located?
Lon R Kolstad is based in Pembroke Pines, FL.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Lon R Kolstad 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
The Simplex Group, Inc.FL3,0152024-12-31
Smartprocure, IncFL1402025-12-31

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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.