Money Concepts Capital Corp
Palm Beach Gardens, FL
Money Concepts Capital Corp of Palm Beach Gardens, FL is the broker of record on 12 Form 5500 Schedule A filings covering 6 employer benefit plans across 5 states, with $159,146 in reported broker commissions (plan year 2025).
Quick answer
Money Concepts Capital Corp (Palm Beach Gardens, FL) is the broker of record for 6 employer benefit plan sponsors on 12 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Money Concepts Capital Corp have?
- Money Concepts Capital Corp is named as broker on Form 5500 Schedule A filings for 6 distinct plan sponsors in 5 states.
- Who are Money Concepts Capital Corp's largest employer clients?
- By plan participants, the largest include Ohio County Hospital (718 participants), Den Hartog Industries, Inc. (298 participants) and Once Upon A Time Home Health, LLC (95 participants).
- How much does Money Concepts Capital Corp earn in commissions?
- Insurers reported $159,146 in broker commissions and $29,249 in fees paid to Money Concepts Capital Corp for plan year 2025, per Schedule A Part 1.
- Where is Money Concepts Capital Corp located?
- Money Concepts Capital Corp is based in Palm Beach Gardens, FL and has employer clients in 5 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Money Concepts Capital 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 |
|---|---|---|---|
| Ohio County Hospital | KY | 718 | 2025-12-31 |
| Den Hartog Industries, Inc. | IA | 298 | 2025-12-31 |
| Once Upon A Time Home Health, LLC | TX | 95 | 2025-12-31 |
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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.