Plansource Benefit Administrators
Orlando, FL
Plansource Benefit Administrators of Orlando, FL is the broker of record on 13 Form 5500 Schedule A filings covering 10 employer benefit plans across 8 states, with $152,858 in reported broker commissions (plan year 2025).
Quick answer
Plansource Benefit Administrators (Orlando, FL) is the broker of record for 10 employer benefit plan sponsors on 13 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Plansource Benefit Administrators have?
- Plansource Benefit Administrators is named as broker on Form 5500 Schedule A filings for 10 distinct plan sponsors in 8 states.
- Who are Plansource Benefit Administrators's largest employer clients?
- By plan participants, the largest include Stifel Financial Corp. (8,236 participants), Guitar Center, Inc. (5,809 participants) and Wmbe Payrolling Inc Dba Tcwglobal (1,096 participants).
- How much does Plansource Benefit Administrators earn in commissions?
- Insurers reported $152,858 in broker commissions paid to Plansource Benefit Administrators for plan year 2025, per Schedule A Part 1.
- Where is Plansource Benefit Administrators located?
- Plansource Benefit Administrators is based in Orlando, FL and has employer clients in 8 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Plansource Benefit Administrators 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 |
|---|---|---|---|
| Stifel Financial Corp. | MO | 8,236 | 2024-12-31 |
| Guitar Center, Inc. | CA | 5,809 | 2025-12-31 |
| Wmbe Payrolling Inc Dba Tcwglobal | CA | 1,096 | 2025-12-31 |
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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.