Wallace Welch & Willingham, Inc.
Saint Petersburg, FL
Wallace Welch & Willingham, Inc. of Saint Petersburg, FL is the broker of record on 64 Form 5500 Schedule A filings covering 46 employer benefit plans across 5 states, with $1,562,126 in reported broker commissions (plan year 2025).
Quick answer
Wallace Welch & Willingham, Inc. (Saint Petersburg, FL) is the broker of record for 46 employer benefit plan sponsors on 64 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Wallace Welch & Willingham, Inc. have?
- Wallace Welch & Willingham, Inc. is named as broker on Form 5500 Schedule A filings for 46 distinct plan sponsors in 5 states.
- Who are Wallace Welch & Willingham, Inc.'s largest employer clients?
- By plan participants, the largest include Acec Life/Health Insurance Trust Benefit Consortium (35,940 participants), Knowbe4, Inc. (1,247 participants) and Pinnacle Home Care (950 participants).
- How much does Wallace Welch & Willingham, Inc. earn in commissions?
- Insurers reported $1.6 million in broker commissions and $821,073 in fees paid to Wallace Welch & Willingham, Inc. for plan year 2025, per Schedule A Part 1.
- Where is Wallace Welch & Willingham, Inc. located?
- Wallace Welch & Willingham, Inc. is based in Saint Petersburg, FL and has employer clients in 5 states.
- How does Wallace Welch & Willingham, Inc. rank among benefits brokers in Florida?
- Wallace Welch & Willingham, Inc. ranks #25 by employer clients among the 50 most active benefits brokers based in Florida.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Wallace Welch & Willingham, Inc. 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 |
|---|---|---|---|
| Acec Life/Health Insurance Trust Benefit Consortium | TX | 35,940 | 2024-12-31 |
| Knowbe4, Inc. | FL | 1,247 | 2025-03-31 |
| Pinnacle Home Care | FL | 950 | 2025-02-28 |
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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.