Fundz
Fundz
Benefits Intelligence/Broker Directory/Florida

The Pension Studio

West Palm Beach, FL

The Pension Studio of West Palm Beach, FL is the broker of record on 859 Form 5500 Schedule A filings covering 192 employer benefit plans across 19 states, with $745,939 in reported broker commissions (plan year 2021).

Employer clients
192
distinct plan sponsors
Schedule A filings
859
States served
19
Reported commissions
$745,939
plan year 2021
Reported fees
$5,468,612

Employer clients

Plan sponsors naming The Pension Studio 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
Chewy, Inc.FL6,0032018-12-31
Pet Supermarket, Inc.FL2,6182017-12-31
Taylor Morrison, Inc.AZ2,2582020-12-31
189 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.

Get Strategic →Start now

Other benefits brokers in Florida

All brokers in Florida

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.