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Benefits Intelligence/Broker Directory/Florida

Roger Bouchard Insurance Inc

Clearwater, FL

Roger Bouchard Insurance Inc of Clearwater, FL is the broker of record on 31 Form 5500 Schedule A filings covering 27 employer benefit plans across 3 states, with $84,550 in reported broker commissions (plan year 2025).

Employer clients
27
distinct plan sponsors
Schedule A filings
31
States served
3
Reported commissions
$84,550
plan year 2025
Reported fees
$294,053

Quick answer

Roger Bouchard Insurance Inc (Clearwater, FL) is the broker of record for 27 employer benefit plan sponsors on 31 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Roger Bouchard Insurance Inc have?
Roger Bouchard Insurance Inc is named as broker on Form 5500 Schedule A filings for 27 distinct plan sponsors in 3 states.
Who are Roger Bouchard Insurance Inc's largest employer clients?
By plan participants, the largest include Goodwill Industries Of The Valleys, Inc. (815 participants), Senior Health Properties South Inc (452 participants) and Orlando Rehabilitation Group (443 participants).
How much does Roger Bouchard Insurance Inc earn in commissions?
Insurers reported $84,550 in broker commissions and $294,053 in fees paid to Roger Bouchard Insurance Inc for plan year 2025, per Schedule A Part 1.
Where is Roger Bouchard Insurance Inc located?
Roger Bouchard Insurance Inc is based in Clearwater, FL and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Roger Bouchard Insurance 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
Goodwill Industries Of The Valleys, Inc.VA8152025-08-31
Senior Health Properties South IncFL4522025-12-31
Orlando Rehabilitation GroupFL4432026-03-31
24 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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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.