United Benefit Advisors Of Fl
Winter Park, FL
United Benefit Advisors Of Fl of Winter Park, FL is the broker of record on 5 Form 5500 Schedule A filings covering 4 employer benefit plans, with $109,864 in reported broker commissions (plan year 2025).
Quick answer
United Benefit Advisors Of Fl (Winter Park, FL) is the broker of record for 4 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does United Benefit Advisors Of Fl have?
- United Benefit Advisors Of Fl is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors.
- Who are United Benefit Advisors Of Fl's largest employer clients?
- By plan participants, the largest include Currency Exchange International Corp. (198 participants), Community Credit Union Of Florida (176 participants) and Menorah Manor, Inc. (165 participants).
- How much does United Benefit Advisors Of Fl earn in commissions?
- Insurers reported $109,864 in broker commissions and $44,115 in fees paid to United Benefit Advisors Of Fl for plan year 2025, per Schedule A Part 1.
- Where is United Benefit Advisors Of Fl located?
- United Benefit Advisors Of Fl is based in Winter Park, FL.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming United Benefit Advisors Of Fl 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 |
|---|---|---|---|
| Currency Exchange International Corp. | FL | 198 | 2026-03-31 |
| Community Credit Union Of Florida | FL | 176 | 2025-12-31 |
| Menorah Manor, Inc. | FL | 165 | 2025-05-31 |
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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.