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Benefits Intelligence/Broker Directory/Florida

Moreno Financial Services Inc

Orlando, FL

Moreno Financial Services Inc of Orlando, FL is the broker of record on 25 Form 5500 Schedule A filings covering 9 employer benefit plans across 2 states, with $782,120 in reported broker commissions (plan year 2017).

Employer clients
9
distinct plan sponsors
Schedule A filings
25
States served
2
Reported commissions
$782,120
plan year 2017
Reported fees
$452,299

Employer clients

Plan sponsors naming Moreno Financial Services Inc 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
American Council Of Engineering CompaniesTX44,4122017-12-31
Trustees Of Acec Life/Health Insurance TrustTX42,6082016-12-31
Palmas Services LLCFL3692017-11-30
6 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

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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.