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Benefits Intelligence/Broker Directory/Florida

Plansource Benefits Admin., Inc.

Orlando, FL

Plansource Benefits Admin., Inc. of Orlando, FL is the broker of record on 196 Form 5500 Schedule A filings covering 149 employer benefit plans across 36 states, with $1,134,877 in reported broker commissions (plan year 2025).

Employer clients
149
distinct plan sponsors
Schedule A filings
196
States served
36
Reported commissions
$1,134,877
plan year 2025
Reported fees
$1,743,777

Employer clients

Plan sponsors naming Plansource Benefits Admin., 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
Harbor Freight Tools Usa, Inc.CA27,4052024-12-31
Osf Healthcare SystemIL25,7502025-12-31
Dpr Construction A General PartnershipCA8,6512025-12-31
146 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.

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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.