Fundz
Fundz
Benefits Intelligence/Broker Directory/Florida

South Florida

Boca Raton, FL

South Florida of Boca Raton, FL is the broker of record on 14 Form 5500 Schedule A filings covering 13 employer benefit plans, with $0 in reported broker commissions (plan year 2024).

Employer clients
13
distinct plan sponsors
Schedule A filings
14
States served
1
Reported commissions
$0
plan year 2024
Reported fees
$57,033

Quick answer

South Florida (Boca Raton, FL) is the broker of record for 13 employer benefit plan sponsors on 14 Form 5500 Schedule A filings, plan year 2024.

How many employer clients does South Florida have?
South Florida is named as broker on Form 5500 Schedule A filings for 13 distinct plan sponsors.
Who are South Florida's largest employer clients?
By plan participants, the largest include Community Health Of South Florida, Inc. (891 participants), Family Health Centers Of South (636 participants) and Jessie Trice Community Health (447 participants).
Where is South Florida located?
South Florida is based in Boca Raton, FL.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming South Florida 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
Community Health Of South Florida, Inc.FL8912024-12-31
Family Health Centers Of SouthFL6362024-12-31
Jessie Trice Community HealthFL4472024-12-31
10 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.