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Benefits Intelligence/Broker Directory/Florida

Plansource Benefit Administration

Orlando, FL

Plansource Benefit Administration of Orlando, FL is the broker of record on 104 Form 5500 Schedule A filings covering 71 employer benefit plans across 30 states, with $633,654 in reported broker commissions (plan year 2025).

Employer clients
71
distinct plan sponsors
Schedule A filings
104
States served
30
Reported commissions
$633,654
plan year 2025
Reported fees
$109,351

Quick answer

Plansource Benefit Administration (Orlando, FL) is the broker of record for 71 employer benefit plan sponsors on 104 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Plansource Benefit Administration have?
Plansource Benefit Administration is named as broker on Form 5500 Schedule A filings for 71 distinct plan sponsors in 30 states.
Who are Plansource Benefit Administration's largest employer clients?
By plan participants, the largest include Sanford (44,792 participants), Nfi Industries, Inc. (15,432 participants) and Biocom (11,684 participants).
How much does Plansource Benefit Administration earn in commissions?
Insurers reported $633,654 in broker commissions and $109,351 in fees paid to Plansource Benefit Administration for plan year 2025, per Schedule A Part 1.
Where is Plansource Benefit Administration located?
Plansource Benefit Administration is based in Orlando, FL and has employer clients in 30 states.
How does Plansource Benefit Administration rank among benefits brokers in Florida?
Plansource Benefit Administration ranks #14 by employer clients among the 50 most active benefits brokers based in Florida.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Plansource Benefit 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
SanfordND44,7922025-12-31
Nfi Industries, Inc.NJ15,4322024-12-31
BiocomCA11,6842025-12-31
68 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.