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Benefits Intelligence/Broker Directory/Florida

Raymond James Financial Services In

St Petersburg, FL

Raymond James Financial Services In of St Petersburg, FL is the broker of record on 161 Form 5500 Schedule A filings covering 88 employer benefit plans across 30 states, with $601,668 in reported broker commissions (plan year 2022).

Employer clients
88
distinct plan sponsors
Schedule A filings
161
States served
30
Reported commissions
$601,668
plan year 2022
Reported fees
$374,765

Employer clients

Plan sponsors naming Raymond James Financial Services In 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
Doterra International LLCUT2,8142018-12-31
Pine Rest Christian Mental Health ServicesMI1,6672011-12-31
Enercon Svcs IncGA1,4082013-12-31
85 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Know who holds the account, and when it renews.

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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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.