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Benefits Intelligence/Broker Directory/Florida

The Grant Agcy Inc

Jacksonville, FL

The Grant Agcy Inc of Jacksonville, FL is the broker of record on 5 Form 5500 Schedule A filings covering 3 employer benefit plans across 3 states, with $397 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
5
States served
3
Reported commissions
$397
plan year 2025
Reported fees
$2

Quick answer

The Grant Agcy Inc (Jacksonville, FL) is the broker of record for 3 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does The Grant Agcy Inc have?
The Grant Agcy Inc is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 3 states.
Who are The Grant Agcy Inc's largest employer clients?
By plan participants, the largest include W. G. Yates & Sons Construction Company & Affiliated Companies (1,309 participants), Paragon Industries Inc (1,062 participants) and Cwc Transportation, LLC (152 participants).
How much does The Grant Agcy Inc earn in commissions?
Insurers reported $397 in broker commissions and $2 in fees paid to The Grant Agcy Inc for plan year 2025, per Schedule A Part 1.
Where is The Grant Agcy Inc located?
The Grant Agcy Inc is based in Jacksonville, FL and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming The Grant Agcy Inc 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
W. G. Yates & Sons Construction Company & Affiliated CompaniesMS1,3092025-12-31
Paragon Industries IncCA1,0622025-12-31
Cwc Transportation, LLCFL1522025-04-30

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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.