How many employer clients does See Attached List have?

See Attached List is named as broker on Form 5500 Schedule A filings for 12 distinct plan sponsors in 7 states.

Who are See Attached List's largest employer clients?

By plan participants, the largest include Production Resource Group, LLC (968 participants), Borinquen Healthcare Center, Inc. (229 participants) and Baldwin County Electric Membership Corporation (223 participants).

How much does See Attached List earn in commissions?

Insurers reported $179,250 in broker commissions and $8,280 in fees paid to See Attached List for plan year 2025, per Schedule A Part 1.

Where is See Attached List located?

See Attached List is based in Columbia, GA and has employer clients in 7 states.

Benefits Intelligence/Broker Directory/Georgia

See Attached List

Columbia, GA

See Attached List of Columbia, GA is the broker of record on 24 Form 5500 Schedule A filings covering 12 employer benefit plans across 7 states, with $179,250 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$179,250

plan year 2025

Reported fees

$8,280

Quick answer

See Attached List (Columbia, GA) is the broker of record for 12 employer benefit plan sponsors on 24 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does See Attached List have?: See Attached List is named as broker on Form 5500 Schedule A filings for 12 distinct plan sponsors in 7 states.
Who are See Attached List's largest employer clients?: By plan participants, the largest include Production Resource Group, LLC (968 participants), Borinquen Healthcare Center, Inc. (229 participants) and Baldwin County Electric Membership Corporation (223 participants).
How much does See Attached List earn in commissions?: Insurers reported $179,250 in broker commissions and $8,280 in fees paid to See Attached List for plan year 2025, per Schedule A Part 1.
Where is See Attached List located?: See Attached List is based in Columbia, GA and has employer clients in 7 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming See Attached List 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
Production Resource Group, LLC	NY	968	2025-12-31
Borinquen Healthcare Center, Inc.	FL	229	2025-05-31
Baldwin County Electric Membership Corporation	AL	223	2025-12-31

9 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.