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Benefits Intelligence/Broker Directory/Florida

Planning Corp Of America

St Petersburg, FL

Planning Corp Of America of St Petersburg, FL is the broker of record on 2,207 Form 5500 Schedule A filings covering 842 employer benefit plans across 49 states, with $18,684,481 in reported broker commissions (plan year 2020).

Employer clients
842
distinct plan sponsors
Schedule A filings
2,207
States served
49
Reported commissions
$18,684,481
plan year 2020
Reported fees
$1,059,072

Employer clients

Plan sponsors naming Planning Corp Of America 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
Heartland Food LLCIL8,0782013-12-31
Craftworks Restaurants & Breweries, Inc.TN4,4592012-12-31
O.K. Industries, Inc.AR2,6602012-12-31
839 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.