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Benefits Intelligence/Broker Directory/Florida

The Southern Region

Sarasota, FL

The Southern Region of Sarasota, FL is the broker of record on 7 Form 5500 Schedule A filings covering 4 employer benefit plans, with $43,456 in reported broker commissions (plan year 2025).

Employer clients
4
distinct plan sponsors
Schedule A filings
7
States served
1
Reported commissions
$43,456
plan year 2025

Employer clients

Plan sponsors naming The Southern Region 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
Tropic Supply, Inc.FL2812024-12-31
Centurion Restaurant GroupFL1772025-10-31
Katz Hillel Day School Of Boca RatonFL1072023-09-30
1 more employer clients are on this firm's record, with each plan's renewal date. See the full client list

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

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Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.