Tallon And Associates Inc
Palm Beach Gardens, FL
Tallon And Associates Inc of Palm Beach Gardens, FL is the broker of record on 13 Form 5500 Schedule A filings covering 9 employer benefit plans across 2 states, with $486 in reported broker commissions (plan year 2025).
Quick answer
Tallon And Associates Inc (Palm Beach Gardens, FL) is the broker of record for 9 employer benefit plan sponsors on 13 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Tallon And Associates Inc have?
- Tallon And Associates Inc is named as broker on Form 5500 Schedule A filings for 9 distinct plan sponsors in 2 states.
- Who are Tallon And Associates Inc's largest employer clients?
- By plan participants, the largest include Regis Hr Group (4,069 participants), Rehmann LLC (871 participants) and Lake Highland Preparatory School (335 participants).
- How much does Tallon And Associates Inc earn in commissions?
- Insurers reported $486 in broker commissions paid to Tallon And Associates Inc for plan year 2025, per Schedule A Part 1.
- Where is Tallon And Associates Inc located?
- Tallon And Associates Inc is based in Palm Beach Gardens, FL and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Tallon And Associates 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 |
|---|---|---|---|
| Regis Hr Group | FL | 4,069 | 2025-12-31 |
| Rehmann LLC | MI | 871 | 2024-12-31 |
| Lake Highland Preparatory School | FL | 335 | 2025-06-30 |
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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.