Shelby Group Inc
Palm Harbor, FL
Shelby Group Inc of Palm Harbor, FL is the broker of record on 11 Form 5500 Schedule A filings covering 8 employer benefit plans, with $9,807 in reported broker commissions (plan year 2025).
Quick answer
Shelby Group Inc (Palm Harbor, FL) is the broker of record for 8 employer benefit plan sponsors on 11 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Shelby Group Inc have?
- Shelby Group Inc is named as broker on Form 5500 Schedule A filings for 8 distinct plan sponsors.
- Who are Shelby Group Inc's largest employer clients?
- By plan participants, the largest include Financial Information Technologies, LLC (261 participants), Innovative Foodservice Group (193 participants) and Bay Village Of Sarasota, Inc. (189 participants).
- How much does Shelby Group Inc earn in commissions?
- Insurers reported $9,807 in broker commissions and $110 in fees paid to Shelby Group Inc for plan year 2025, per Schedule A Part 1.
- Where is Shelby Group Inc located?
- Shelby Group Inc is based in Palm Harbor, FL.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Shelby Group Inc 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 |
|---|---|---|---|
| Financial Information Technologies, LLC | FL | 261 | 2025-04-30 |
| Innovative Foodservice Group | FL | 193 | 2025-12-31 |
| Bay Village Of Sarasota, Inc. | FL | 189 | 2025-12-31 |
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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.