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Benefits Intelligence/Broker Directory/Mississippi

Santa Cruz Charlotte

St Louis, MS

Santa Cruz Charlotte of St Louis, MS is the broker of record on 4 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $10,825 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
4
States served
2
Reported commissions
$10,825
plan year 2025

Employer clients

Plan sponsors naming Santa Cruz Charlotte 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
Price Leblanc LcLA3092024-12-31
Dan Vaden Chevrolet, Inc.GA2572024-12-31
Price Leblanc LcLA2542025-12-31

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Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.