Plansource Admin., Inc.
Orlando, FL
Plansource Admin., Inc. of Orlando, FL is the broker of record on 3 Form 5500 Schedule A filings covering 1 employer benefit plans, with $0 in reported broker commissions (plan year 2024).
Quick answer
Plansource Admin., Inc. (Orlando, FL) is the broker of record for 1 employer benefit plan sponsor on 3 Form 5500 Schedule A filings, plan year 2024.
- How many employer clients does Plansource Admin., Inc. have?
- Plansource Admin., Inc. is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
- Who are Plansource Admin., Inc.'s largest employer clients?
- By plan participants, the largest include K&K, Inc. (132 participants).
- Where is Plansource Admin., Inc. located?
- Plansource Admin., Inc. is based in Orlando, FL.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Plansource Admin., Inc. 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 |
|---|---|---|---|
| K&K, Inc. | TX | 132 | 2022-11-30 |
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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.