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Benefits Intelligence/Broker Directory/Maryland

Scott Iodice Assc LLC

Baltimore, MD

Scott Iodice Assc LLC of Baltimore, MD is the broker of record on 6 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $21,702 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
6
States served
2
Reported commissions
$21,702
plan year 2025
Reported fees
$2,604

Quick answer

Scott Iodice Assc LLC (Baltimore, MD) is the broker of record for 3 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Scott Iodice Assc LLC have?
Scott Iodice Assc LLC is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 2 states.
Who are Scott Iodice Assc LLC's largest employer clients?
By plan participants, the largest include Miles & Stockbridge P.C. (358 participants), Community Heritage Financial, Inc. (154 participants) and Stock And Leader, A Professional Corporation (68 participants).
How much does Scott Iodice Assc LLC earn in commissions?
Insurers reported $21,702 in broker commissions and $2,604 in fees paid to Scott Iodice Assc LLC for plan year 2025, per Schedule A Part 1.
Where is Scott Iodice Assc LLC located?
Scott Iodice Assc LLC is based in Baltimore, MD and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Scott Iodice Assc LLC 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
Miles & Stockbridge P.C.MD3582026-03-31
Community Heritage Financial, Inc.MD1542021-11-30
Stock And Leader, A Professional CorporationPA682024-12-31

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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.