Santa Cruz Charlotte R
Bay St Louis, MS
Santa Cruz Charlotte R of Bay St Louis, MS is the broker of record on 7 Form 5500 Schedule A filings covering 5 employer benefit plans across 4 states, with $111,686 in reported broker commissions (plan year 2025).
Quick answer
Santa Cruz Charlotte R (Bay St Louis, MS) is the broker of record for 5 employer benefit plan sponsors on 7 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Santa Cruz Charlotte R have?
- Santa Cruz Charlotte R is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors in 4 states.
- Who are Santa Cruz Charlotte R's largest employer clients?
- By plan participants, the largest include Crown Auto Dealerships Inc (769 participants), Dolan Enterprises, Inc. (522 participants) and Jetobra, Inc. Dba Hoffman Auto Group (267 participants).
- How much does Santa Cruz Charlotte R earn in commissions?
- Insurers reported $111,686 in broker commissions paid to Santa Cruz Charlotte R for plan year 2025, per Schedule A Part 1.
- Where is Santa Cruz Charlotte R located?
- Santa Cruz Charlotte R is based in Bay St Louis, MS and has employer clients in 4 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Santa Cruz Charlotte R 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 |
|---|---|---|---|
| Crown Auto Dealerships Inc | FL | 769 | 2025-12-31 |
| Dolan Enterprises, Inc. | NV | 522 | 2025-12-31 |
| Jetobra, Inc. Dba Hoffman Auto Group | CT | 267 | 2024-12-31 |
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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.