Various Agents-Please See Attached
Various Agents-Please See Attached is the broker of record on 33 Form 5500 Schedule A filings covering 22 employer benefit plans across 10 states, with $1,661,288 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 | 2,762 | 2025-12-31 |
| Symphony Diagnostic Services No. 1, LLC | MD | 2,555 | 2025-12-31 |
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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.