How many employer clients does Southeast Office have?

Southeast Office is named as broker on Form 5500 Schedule A filings for 41 distinct plan sponsors in 3 states.

Who are Southeast Office's largest employer clients?

By plan participants, the largest include Sizemore, Inc. (12,058 participants), The William Breman Jewish Home, Inc. (1,139 participants) and Goodwill Of The Coastal Empire, Inc. (1,057 participants).

Where is Southeast Office located?

Southeast Office is based in Atlanta, GA and has employer clients in 3 states.

How does Southeast Office rank among benefits brokers in Georgia?

Southeast Office ranks #13 by employer clients among the 50 most active benefits brokers based in Georgia.

Benefits Intelligence/Broker Directory/Georgia

Southeast Office

Atlanta, GA

Southeast Office of Atlanta, GA is the broker of record on 43 Form 5500 Schedule A filings covering 41 employer benefit plans across 3 states, with $0 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

plan year 2025

Reported fees

$25,673

Quick answer

Southeast Office (Atlanta, GA) is the broker of record for 41 employer benefit plan sponsors on 43 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Southeast Office have?: Southeast Office is named as broker on Form 5500 Schedule A filings for 41 distinct plan sponsors in 3 states.
Who are Southeast Office's largest employer clients?: By plan participants, the largest include Sizemore, Inc. (12,058 participants), The William Breman Jewish Home, Inc. (1,139 participants) and Goodwill Of The Coastal Empire, Inc. (1,057 participants).
Where is Southeast Office located?: Southeast Office is based in Atlanta, GA and has employer clients in 3 states.
How does Southeast Office rank among benefits brokers in Georgia?: Southeast Office ranks #13 by employer clients among the 50 most active benefits brokers based in Georgia.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Southeast Office 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
Sizemore, Inc.	GA	12,058	2025-12-31
The William Breman Jewish Home, Inc.	GA	1,139	2025-12-31
Goodwill Of The Coastal Empire, Inc.	GA	1,057	2025-12-31

38 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.