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Benefits Intelligence/Broker Directory/Florida

Plansource Holdings Inc

Orlando, FL

Plansource Holdings Inc of Orlando, FL is the broker of record on 236 Form 5500 Schedule A filings covering 70 employer benefit plans across 12 states, with $2,042,356 in reported broker commissions (plan year 2025).

Employer clients
70
distinct plan sponsors
Schedule A filings
236
States served
12
Reported commissions
$2,042,356
plan year 2025
Reported fees
$123,747

Employer clients

Plan sponsors naming Plansource Holdings Inc 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
Coadvantage Resources IncFL28,9502018-09-30
Full Sail, LLCFL2,0022019-03-31
Transforce, Inc.VA1,3712017-11-30
67 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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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.

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Other benefits brokers in Florida

Brown And Brown Of Florida, Inc.Plansource Benefits AdministrationThe Baldwin Group Southeast LLCBrown & Brown Insurance Services InInsurance Office Of AmericaBaldwin Krystyn Sherman PartnersPlansource Benefits Admin IncMark Stephen Mettille

All brokers in Florida →

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.