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Benefits Intelligence/Broker Directory/Florida

Plan Source Benefits Administration

Orlando, FL

Plan Source Benefits Administration of Orlando, FL is the broker of record on 6 Form 5500 Schedule A filings covering 5 employer benefit plans across 4 states, with $6,499 in reported broker commissions (plan year 2025).

Employer clients
5
distinct plan sponsors
Schedule A filings
6
States served
4
Reported commissions
$6,499
plan year 2025
Reported fees
$2,189

Quick answer

Plan Source Benefits Administration (Orlando, FL) is the broker of record for 5 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Plan Source Benefits Administration have?
Plan Source Benefits Administration is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors in 4 states.
Who are Plan Source Benefits Administration's largest employer clients?
By plan participants, the largest include Eyesouth Eyecare Services, LLC (3,237 participants), Essendant (2,527 participants) and Ilpea Industries, Inc. (628 participants).
How much does Plan Source Benefits Administration earn in commissions?
Insurers reported $6,499 in broker commissions and $2,189 in fees paid to Plan Source Benefits Administration for plan year 2025, per Schedule A Part 1.
Where is Plan Source Benefits Administration located?
Plan Source Benefits Administration is based in Orlando, FL and has employer clients in 4 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Plan Source Benefits Administration 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
Eyesouth Eyecare Services, LLCGA3,2372025-12-31
EssendantIL2,5272024-12-31
Ilpea Industries, Inc.IN6282025-12-31
2 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.