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Benefits Intelligence/Broker Directory/Florida

Trusted Advisors Group LLC

Brandon, FL

Trusted Advisors Group LLC of Brandon, FL is the broker of record on 10 Form 5500 Schedule A filings covering 3 employer benefit plans, with $217,048 in reported broker commissions (plan year 2018).

Employer clients
3
distinct plan sponsors
Schedule A filings
10
States served
1
Reported commissions
$217,048
plan year 2018
Reported fees
$6,110

Employer clients

Plan sponsors naming Trusted Advisors Group LLC 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
Colwill Engineering IncFL1972018-07-31
Jagged Peak, Inc.FL1252014-06-30
Bill Currie Ford Inc.FL1002018-12-31

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.

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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.