Thompson Success Partners, Inc.
Matlacha, FL
Thompson Success Partners, Inc. of Matlacha, FL is the broker of record on 31 Form 5500 Schedule A filings covering 22 employer benefit plans across 13 states, with $10,895 in reported broker commissions (plan year 2025).
Quick answer
Thompson Success Partners, Inc. (Matlacha, FL) is the broker of record for 22 employer benefit plan sponsors on 31 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Thompson Success Partners, Inc. have?
- Thompson Success Partners, Inc. is named as broker on Form 5500 Schedule A filings for 22 distinct plan sponsors in 13 states.
- Who are Thompson Success Partners, Inc.'s largest employer clients?
- By plan participants, the largest include Wakemed (8,946 participants), Universal Engineering Sciences Holdings, Inc. (3,671 participants) and Jsr North America Holdings, Inc. (1,933 participants).
- How much does Thompson Success Partners, Inc. earn in commissions?
- Insurers reported $10,895 in broker commissions paid to Thompson Success Partners, Inc. for plan year 2025, per Schedule A Part 1.
- Where is Thompson Success Partners, Inc. located?
- Thompson Success Partners, Inc. is based in Matlacha, FL and has employer clients in 13 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Thompson Success Partners, Inc. 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 |
|---|---|---|---|
| Wakemed | NC | 8,946 | 2025-12-31 |
| Universal Engineering Sciences Holdings, Inc. | FL | 3,671 | 2025-12-31 |
| Jsr North America Holdings, Inc. | CA | 1,933 | 2025-12-31 |
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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.