How many employer clients does Zachary L Smith have?

Zachary L Smith is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 3 states.

Who are Zachary L Smith's largest employer clients?

By plan participants, the largest include Capital Resorts LLC (1,688 participants), First Bank Of The Lake (244 participants) and Community Blood Center Of The Ozarks (142 participants).

How much does Zachary L Smith earn in commissions?

Insurers reported $2,201 in broker commissions and $52 in fees paid to Zachary L Smith for plan year 2025, per Schedule A Part 1.

Where is Zachary L Smith located?

Zachary L Smith is based in Springfield, MO and has employer clients in 3 states.

Benefits Intelligence/Broker Directory/Missouri

Zachary L Smith

Springfield, MO

Zachary L Smith of Springfield, MO is the broker of record on 5 Form 5500 Schedule A filings covering 4 employer benefit plans across 3 states, with $2,201 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$2,201

plan year 2025

Reported fees

$52

Quick answer

Zachary L Smith (Springfield, MO) is the broker of record for 4 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Zachary L Smith have?: Zachary L Smith is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 3 states.
Who are Zachary L Smith's largest employer clients?: By plan participants, the largest include Capital Resorts LLC (1,688 participants), First Bank Of The Lake (244 participants) and Community Blood Center Of The Ozarks (142 participants).
How much does Zachary L Smith earn in commissions?: Insurers reported $2,201 in broker commissions and $52 in fees paid to Zachary L Smith for plan year 2025, per Schedule A Part 1.
Where is Zachary L Smith located?: Zachary L Smith is based in Springfield, MO and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Zachary L Smith 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
Capital Resorts LLC	FL	1,688	2025-05-31
First Bank Of The Lake	MO	244	2025-12-31
Community Blood Center Of The Ozarks	MO	142	2025-12-31

1 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.