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Benefits Intelligence/Broker Directory/Georgia

Suntrust Investment Services

Atlanta, GA

Suntrust Investment Services of Atlanta, GA is the broker of record on 170 Form 5500 Schedule A filings covering 63 employer benefit plans across 11 states, with $1,189,712 in reported broker commissions (plan year 2019).

Employer clients
63
distinct plan sponsors
Schedule A filings
170
States served
11
Reported commissions
$1,189,712
plan year 2019
Reported fees
$104,507

Employer clients

Plan sponsors naming Suntrust Investment Services 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
Touchstone Medical Imaging, LLCTN8082015-12-31
Peak Resources, Inc.NC5222015-09-30
W.E. Bowers And Associates, Inc.MD5082016-12-31
60 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

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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.