Plansource
Orlando, FL
Plansource of Orlando, FL is the broker of record on 12 Form 5500 Schedule A filings covering 9 employer benefit plans across 9 states, with $24,570 in reported broker commissions (plan year 2025).
Quick answer
Plansource (Orlando, FL) is the broker of record for 9 employer benefit plan sponsors on 12 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Plansource have?
- Plansource is named as broker on Form 5500 Schedule A filings for 9 distinct plan sponsors in 9 states.
- Who are Plansource's largest employer clients?
- By plan participants, the largest include Totalenergies Finance Usa, Inc. (4,244 participants), Murphy-Hoffman Company (3,525 participants) and Greenway Ford, Inc. (1,106 participants).
- How much does Plansource earn in commissions?
- Insurers reported $24,570 in broker commissions and $295,750 in fees paid to Plansource for plan year 2025, per Schedule A Part 1.
- Where is Plansource located?
- Plansource is based in Orlando, FL and has employer clients in 9 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Plansource on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Totalenergies Finance Usa, Inc. | TX | 4,244 | 2025-12-31 |
| Murphy-Hoffman Company | KS | 3,525 | 2025-12-31 |
| Greenway Ford, Inc. | FL | 1,106 | 2024-12-31 |
Sell through benefits brokers? Let us show you around.
Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.
Book a 20-minute walkthroughKnow 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.
Other benefits brokers in Florida
- Plansource Benefits Administration: 339 employer clients, $1,396,732 reported commissions (Orlando)
- Brown And Brown Of Florida, Inc.: 398 employer clients, $11,354,893 reported commissions (Maitland)
- The Baldwin Group Southeast LLC: 312 employer clients, $16,555,821 reported commissions (Tampa)
- Brown & Brown Insurance Services In: 240 employer clients, $6,826,827 reported commissions (Daytona Beach)
- Insurance Office Of America: 171 employer clients, $12,360,190 reported commissions (Longwood)
- Baldwin Krystyn Sherman Partners: 174 employer clients, $7,481,123 reported commissions (Tampa)
- Plansource Benefits Admin., Inc.: 155 employer clients, $1,168,165 reported commissions (Orlando)
- Mark Stephen Mettille: 177 employer clients, $1,731,227 reported commissions (Saint Petersburg)
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.