The Stoner Organization
Saint Petersburg, FL
The Stoner Organization of Saint Petersburg, FL is the broker of record on 11 Form 5500 Schedule A filings covering 9 employer benefit plans across 2 states, with $125,158 in reported broker commissions (plan year 2025).
Quick answer
The Stoner Organization (Saint Petersburg, FL) is the broker of record for 9 employer benefit plan sponsors on 11 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does The Stoner Organization have?
- The Stoner Organization is named as broker on Form 5500 Schedule A filings for 9 distinct plan sponsors in 2 states.
- Who are The Stoner Organization's largest employer clients?
- By plan participants, the largest include Marwin Holdco, Inc. Dba The Marwin Company, Inc. (818 participants), Banker Lopez Gassler P.A. (401 participants) and Safepoint Mga, LLC (368 participants).
- How much does The Stoner Organization earn in commissions?
- Insurers reported $125,158 in broker commissions and $5,209 in fees paid to The Stoner Organization for plan year 2025, per Schedule A Part 1.
- Where is The Stoner Organization located?
- The Stoner Organization is based in Saint Petersburg, FL and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming The Stoner Organization 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 |
|---|---|---|---|
| Marwin Holdco, Inc. Dba The Marwin Company, Inc. | SC | 818 | 2024-12-31 |
| Banker Lopez Gassler P.A. | FL | 401 | 2025-01-31 |
| Safepoint Mga, LLC | FL | 368 | 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.