Plansource Benefits Admin., Inc.
Orlando, FL
Plansource Benefits Admin., Inc. of Orlando, FL is the broker of record on 209 Form 5500 Schedule A filings covering 155 employer benefit plans across 37 states, with $1,173,115 in reported broker commissions (plan year 2025).
Quick answer
Plansource Benefits Admin., Inc. (Orlando, FL) is the broker of record for 155 employer benefit plan sponsors on 209 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Plansource Benefits Admin., Inc. have?
- Plansource Benefits Admin., Inc. is named as broker on Form 5500 Schedule A filings for 155 distinct plan sponsors in 37 states.
- Who are Plansource Benefits Admin., Inc.'s largest employer clients?
- By plan participants, the largest include Harbor Freight Tools Usa, Inc. (27,405 participants), Osf Healthcare System (25,750 participants) and Medical Solutions LLC (15,392 participants).
- How much does Plansource Benefits Admin., Inc. earn in commissions?
- Insurers reported $1.2 million in broker commissions and $1.8 million in fees paid to Plansource Benefits Admin., Inc. for plan year 2025, per Schedule A Part 1.
- Where is Plansource Benefits Admin., Inc. located?
- Plansource Benefits Admin., Inc. is based in Orlando, FL and has employer clients in 37 states.
- How does Plansource Benefits Admin., Inc. rank among benefits brokers in Florida?
- Plansource Benefits Admin., Inc. ranks #8 by employer clients among the 50 most active benefits brokers based in Florida.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Plansource Benefits 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 |
|---|---|---|---|
| Harbor Freight Tools Usa, Inc. | CA | 27,405 | 2024-12-31 |
| Osf Healthcare System | IL | 25,750 | 2025-12-31 |
| Medical Solutions LLC | NE | 15,392 | 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)
- Mark Stephen Mettille: 177 employer clients, $1,731,227 reported commissions (Saint Petersburg)
- Ea Legacy LLC: 116 employer clients, $45,165 reported commissions (Tampa)
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.