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Benefits Intelligence/Broker Directory/Mississippi

Santa Cruz Charlotte R

Bay St Louis, MS

Santa Cruz Charlotte R of Bay St Louis, MS is the broker of record on 5 Form 5500 Schedule A filings covering 4 employer benefit plans across 4 states, with $35,495 in reported broker commissions (plan year 2025).

Employer clients
4
distinct plan sponsors
Schedule A filings
5
States served
4
Reported commissions
$35,495
plan year 2025

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.

EmployerStateParticipantsPlan year end
Dolan Enterprises, Inc.NV4812024-12-31
Price Leblanc LcLA3092024-12-31
Jetobra, Inc. Dba Hoffman Auto GroupCT2672024-12-31
1 more employer clients are on this firm's record, with each plan's renewal date. See the full client list

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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.