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Benefits Intelligence/Broker Directory/Georgia

World Financial Group Insurance

Duluth, GA

World Financial Group Insurance of Duluth, GA is the broker of record on 3 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $6,593 in reported broker commissions (plan year 2024).

Employer clients
3
distinct plan sponsors
Schedule A filings
3
States served
2
Reported commissions
$6,593
plan year 2024

Employer clients

Plan sponsors naming World Financial Group Insurance 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
Invisible Technologies Inc.CA2022024-12-31
Cc Success Holdings, Inc.CO282024-12-31
Ruby Jane Sia, M.D., Inc.CA32024-12-31

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Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.