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Benefits Intelligence/Broker Directory/Florida

Ruben Rosa

Orlando, FL

Ruben Rosa of Orlando, FL is the broker of record on 34 Form 5500 Schedule A filings covering 24 employer benefit plans across 8 states, with $33,440 in reported broker commissions (plan year 2025).

Employer clients
24
distinct plan sponsors
Schedule A filings
34
States served
8
Reported commissions
$33,440
plan year 2025
Reported fees
$59

Quick answer

Ruben Rosa (Orlando, FL) is the broker of record for 24 employer benefit plan sponsors on 34 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Ruben Rosa have?
Ruben Rosa is named as broker on Form 5500 Schedule A filings for 24 distinct plan sponsors in 8 states.
Who are Ruben Rosa's largest employer clients?
By plan participants, the largest include Thor Industries, Inc. (9,551 participants), Primeflight Aviation Services, Inc. (8,616 participants) and Lewis, Brisbois, Bisgaard & Smith, LLP (2,787 participants).
How much does Ruben Rosa earn in commissions?
Insurers reported $33,440 in broker commissions and $59 in fees paid to Ruben Rosa for plan year 2025, per Schedule A Part 1.
Where is Ruben Rosa located?
Ruben Rosa is based in Orlando, FL and has employer clients in 8 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Ruben Rosa 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
Thor Industries, Inc.IN9,5512024-12-31
Primeflight Aviation Services, Inc.TX8,6162025-12-31
Lewis, Brisbois, Bisgaard & Smith, LLPCA2,7872025-07-31
21 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.