Various Agents-Please See Attached
Various Agents-Please See Attached is the broker of record on 30 Form 5500 Schedule A filings covering 22 employer benefit plans across 10 states, with $1,479,420 in reported broker commissions (plan year 2025).
Employer clients
Plan sponsors naming Various Agents-Please See Attached 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 |
|---|---|---|---|
| Pentagon Federal Credit Union | VA | 3,479 | 2025-12-31 |
| Long Island Electric Utility Servco LLC | NY | 2,669 | 2024-12-31 |
| Symphony Diagnostic Services No. 1, LLC | MD | 2,555 | 2025-12-31 |
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.
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.