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Benefits Intelligence/Broker Directory/Florida

Planning Corp Of America Ms

St. Petersburg, FL

Planning Corp Of America Ms of St. Petersburg, FL is the broker of record on 16 Form 5500 Schedule A filings covering 6 employer benefit plans, with $243,698 in reported broker commissions (plan year 2014).

Employer clients
6
distinct plan sponsors
Schedule A filings
16
States served
1
Reported commissions
$243,698
plan year 2014
Reported fees
$10,666

Employer clients

Plan sponsors naming Planning Corp Of America Ms 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
Corinthian, Inc.MS4152014-12-31
First Heritage Credit, LLCMS2112013-12-31
Planters Bank And Trust CompanyMS1372014-12-31
3 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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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.