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Benefits Intelligence/Broker Directory/Florida

Valic Financial Advisors Inc

Orlando, FL

Valic Financial Advisors Inc of Orlando, FL is the broker of record on 134 Form 5500 Schedule A filings covering 72 employer benefit plans across 23 states, with $1,991,197 in reported broker commissions (plan year 2020).

Employer clients
72
distinct plan sponsors
Schedule A filings
134
States served
23
Reported commissions
$1,991,197
plan year 2020
Reported fees
$6,930

Employer clients

Plan sponsors naming Valic Financial Advisors Inc 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
Sutter West Bay Hospitals DbaCA8,6902009-12-31
Dialysis Clinic, Inc.TN5,6362015-12-31
Orthopaedic & Neurological Rehab., Speech Pathology, Inc.TX1,5892010-12-31
69 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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.