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Fundz
Benefits Intelligence/Broker Directory/Florida

Mary Lou Taylor

Englewood, FL

Mary Lou Taylor of Englewood, FL is the broker of record on 5 Form 5500 Schedule A filings covering 3 employer benefit plans, with $148 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
5
States served
1
Reported commissions
$148
plan year 2025

Quick answer

Mary Lou Taylor (Englewood, FL) is the broker of record for 3 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Mary Lou Taylor have?
Mary Lou Taylor is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
Who are Mary Lou Taylor's largest employer clients?
By plan participants, the largest include Etna Shared Services, LLC (594 participants), Betten Friendly Motors (277 participants) and Tokusen Hytech, Inc. (165 participants).
How much does Mary Lou Taylor earn in commissions?
Insurers reported $148 in broker commissions paid to Mary Lou Taylor for plan year 2025, per Schedule A Part 1.
Where is Mary Lou Taylor located?
Mary Lou Taylor is based in Englewood, FL.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Mary Lou Taylor 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
Etna Shared Services, LLCMI5942025-12-31
Betten Friendly MotorsMI2772025-12-31
Tokusen Hytech, Inc.MI1652025-03-31

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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.