Raymond James Insurance Group Inc
St Petersburg, FL
Raymond James Insurance Group Inc of St Petersburg, FL is the broker of record on 93 Form 5500 Schedule A filings covering 63 employer benefit plans across 27 states, with $1,600,987 in reported broker commissions (plan year 2025).
Quick answer
Raymond James Insurance Group Inc (St Petersburg, FL) is the broker of record for 63 employer benefit plan sponsors on 93 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Raymond James Insurance Group Inc have?
- Raymond James Insurance Group Inc is named as broker on Form 5500 Schedule A filings for 63 distinct plan sponsors in 27 states.
- Who are Raymond James Insurance Group Inc's largest employer clients?
- By plan participants, the largest include Futureplan Fiduciary Services, LLC (196,164 participants), Principal Life Insurance Company (161,040 participants) and Coadvantage Corporation (56,240 participants).
- How much does Raymond James Insurance Group Inc earn in commissions?
- Insurers reported $1.6 million in broker commissions and $84,703 in fees paid to Raymond James Insurance Group Inc for plan year 2025, per Schedule A Part 1.
- Where is Raymond James Insurance Group Inc located?
- Raymond James Insurance Group Inc is based in St Petersburg, FL and has employer clients in 27 states.
- How does Raymond James Insurance Group Inc rank among benefits brokers in Florida?
- Raymond James Insurance Group Inc ranks #17 by employer clients among the 50 most active benefits brokers based in Florida.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Raymond James Insurance Group 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 |
|---|---|---|---|
| Futureplan Fiduciary Services, LLC | MA | 196,164 | 2025-12-31 |
| Principal Life Insurance Company | IA | 161,040 | 2024-12-31 |
| Coadvantage Corporation | FL | 56,240 | 2025-12-31 |
Sell through benefits brokers? Let us show you around.
Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.
Book a 20-minute walkthroughKnow 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.
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.