Fundz
Fundz
Benefits Intelligence/Broker Directory

No Agent Listed

No Agent Listed is the broker of record on 51 Form 5500 Schedule A filings covering 40 employer benefit plans across 14 states, with $288,488 in reported broker commissions (plan year 2025).

Employer clients
40
distinct plan sponsors
Schedule A filings
51
States served
14
Reported commissions
$288,488
plan year 2025
Reported fees
$196,430

Employer clients

Plan sponsors naming No Agent Listed 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
Elon UniversityNC1,5862024-12-31
Elon UniversityNC1,5602025-12-31
Community And Economic Development Association Of Cook County, Inc.IL4162025-12-31
37 more employer clients are on this firm's record, with each plan's renewal date. 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 date — from Form 5500 Schedule A, joined to funding rounds, executive hires and layoff notices.

Get Strategic →Start now

Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.