Fundz
Fundz
Benefits Intelligence/Broker Directory/Florida

Kb Pension Services, Inc.

Lakewood Ranch, FL

Kb Pension Services, Inc. of Lakewood Ranch, FL is the broker of record on 19 Form 5500 Schedule A filings covering 16 employer benefit plans across 2 states, with $739 in reported broker commissions (plan year 2025).

Employer clients
16
distinct plan sponsors
Schedule A filings
19
States served
2
Reported commissions
$739
plan year 2025
Reported fees
$165,412

Employer clients

Plan sponsors naming Kb Pension Services, Inc. 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
Bonita Bay Club, Inc.FL3082024-12-31
Hydrologic Distribution CompanyFL2882024-12-31
Bayfirst National BankFL2852024-12-31
13 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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.

Get Strategic →Start nowBook a 15-min walkthrough

Other benefits brokers in Florida

All brokers in Florida →

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.