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Benefits Intelligence/Broker Directory/Florida

Theresa Stoner Annunziata

Saint Petersburg, FL

Theresa Stoner Annunziata of Saint Petersburg, FL is the broker of record on 5 Form 5500 Schedule A filings covering 3 employer benefit plans, with $27,733 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
5
States served
1
Reported commissions
$27,733
plan year 2025
Reported fees
$6,988

Quick answer

Theresa Stoner Annunziata (Saint Petersburg, 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 Theresa Stoner Annunziata have?
Theresa Stoner Annunziata is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
Who are Theresa Stoner Annunziata's largest employer clients?
By plan participants, the largest include Banker Lopez Gassler P.A. (401 participants), Professional Health Care Of Pinellas, LLC (197 participants) and Merlin Law Group, Pllc (113 participants).
How much does Theresa Stoner Annunziata earn in commissions?
Insurers reported $27,733 in broker commissions and $6,988 in fees paid to Theresa Stoner Annunziata for plan year 2025, per Schedule A Part 1.
Where is Theresa Stoner Annunziata located?
Theresa Stoner Annunziata is based in Saint Petersburg, FL.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Theresa Stoner Annunziata 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
Banker Lopez Gassler P.A.FL4012025-01-31
Professional Health Care Of Pinellas, LLCFL1972025-12-31
Merlin Law Group, PllcFL1132026-03-31

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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.