Benefits BrokerAtlas

Benefits brokers in Clearwater, FL

39 benefits brokers in Clearwater — 39 named on at least two 2024 Form 5500 filings. Most plan filings first. This is not a ranking of quality or price.

Health and welfare plans (37)Retirement plans (3)Median plan under 200 participants (12)Median plan 200 to 999 participants (20)Median plan 1,000+ participants (7)Fees reported as well as commissions (22)
Featured spots · Clearwater, FL

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Marsh & McLennan Agency LLC101 Starcrest Drive · Clearwater, FL 33765 · Health and welfare plans98 plan filings · $3,999,233 disclosed · median 217 participantsNamed in Form 5500 filingsMarsh & McLennan Agency - Bouchard101 N Starcrest Drive · Clearwater, FL 33765 · Health and welfare plans39 plan filings · $2,380,316 disclosed · median 174 participantsNamed in Form 5500 filingsWorksite America LLC14141 46th St N Ste 1209 · Clearwater, FL 33762 · Health and welfare plans28 plan filings · $47,187 disclosed · median 212 participantsNamed in Form 5500 filingsAmerican Pension Services, LLC2454 N McMullen Booth Rd, Ste 431 · Clearwater, FL 33759 · Retirement plans27 plan filings · $1,059,785 disclosed · median 317 participantsNamed in Form 5500 filingsRoger Bouchard Insurance INCPO Box 6090 · Clearwater, FL 33758 · Health and welfare plans21 plan filings · $291,058 disclosed · median 177 participantsNamed in Form 5500 filingsShirley B Drake14141 46th St N, Ste 1209 · Clearwater, FL 33762 · Health and welfare plans15 plan filings · $19,072 disclosed · median 208 participantsNamed in Form 5500 filingsHub International Midwest LimitedPO Box 1027 · Clearwater, FL 33757 · Health and welfare plans14 plan filings · $761,209 disclosed · median 225 participantsNamed in Form 5500 filingsBrown and Brown of Florida, INC.83 North Park Place Boulevard, Suite 101 · Clearwater, FL 33759 · Health and welfare plans13 plan filings · $472,839 disclosed · median 225 participantsNamed in Form 5500 filingsMarsh & McLennan Agency LLCPO Box 6090 · Clearwater, FL 33758 · Health and welfare plans9 plan filings · $210,270 disclosed · median 177 participantsNamed in Form 5500 filingsBrown & Brown Insurance Svcs INC83 N Park Place Blvd Ste 101 · Clearwater, FL 33759 · Health and welfare plans8 plan filings · $195,334 disclosed · median 156 participantsNamed in Form 5500 filings
Hub International Midwest LTDPO Box 1027 · Clearwater, FL 33757 · Health and welfare plans8 plan filings · $295,898 disclosed · median 188 participantsNamed in Form 5500 filingsMarsh & McLennan Agcy LLC-Bouchard101 N Starcrest Dr · Clearwater, FL 33765 · Health and welfare plans6 plan filings · $708,046 disclosed · median 279 participantsNamed in Form 5500 filingsDesso Forman28059 US Hwy 19 N, Ste 201 · Clearwater, FL 33761 · Health and welfare plans5 plan filings · $62,001 disclosed · median 860 participantsNamed in Form 5500 filingsJamie M Pittner2749 Burning Tree Ln · Clearwater, FL 33761 · Health and welfare plans5 plan filings · $7,469 disclosed · median 394 participantsNamed in Form 5500 filingsJamie Pittner2749 Burning Tree Lane · Clearwater, FL 33761 · Health and welfare plans5 plan filings · $2,486 disclosed · median 394 participantsNamed in Form 5500 filingsRoger Bouchard Insurance INC.101 Starcrest Dr. · Clearwater, FL 33765 · Health and welfare plans5 plan filings · $18,327 disclosed · median 265 participantsNamed in Form 5500 filingsBrown & Brown of Florida, INC.PO Box 2456 · Clearwater, FL 33757 · Health and welfare plans4 plan filings · $55,698 disclosed · median 1,024 participantsNamed in Form 5500 filingsEngage Insurance Agency3001 Executive Drive, Suite 340 · Clearwater, FL 33762 · Health and welfare plans4 plan filings · $238,205 disclosed · median 1,431 participantsNamed in Form 5500 filingsJames M McGrath2531 Landmark Dr Ste 204 · Clearwater, FL 33761 · Health and welfare plans4 plan filings · $43 disclosed · median 3,345 participantsNamed in Form 5500 filingsMaking Benefits Count LLC2717 Seville Blvd · Clearwater, FL 33764 · Health and welfare plans4 plan filings · $508 disclosed · median 411 participantsNamed in Form 5500 filingsMarsh & McLennan Agency LLCPO Box 6090 · Clearwater, FL 34618 · Health and welfare plans4 plan filings · $47,812 disclosed · median 156 participantsNamed in Form 5500 filingsMarsh & McLennan Agy - Bouchard Ins101 N Starcrest Drive · Clearwater, FL 33765 · Health and welfare plans4 plan filings · $116,842 disclosed · median 130 participantsNamed in Form 5500 filingsPenservco INC600 Bypass Drive, Suite 223a · Clearwater, FL 33764 · Retirement plans4 plan filings · $8,618 disclosed · median 377 participantsNamed in Form 5500 filingsBeneport LLC28059 US Highway 19 North, Suite 201 · Clearwater, FL 33761 · Health and welfare plans3 plan filings · $224 disclosed · median 536 participantsNamed in Form 5500 filingsBouchard Financial Services INCPO Box 6090 · Clearwater, FL 33758 · Health and welfare plans3 plan filings · $18,438 disclosed · median 185 participantsNamed in Form 5500 filingsBrown & Brown Insurance Services83 N. Park Place Blvd., Ste 101 · Clearwater, FL 33759 · Health and welfare plans3 plan filings · $7,206 disclosed · median 146 participantsNamed in Form 5500 filingsDeborah Elizabeth Maxwell1023 Granada St · Clearwater, FL 33755 · Health and welfare plans3 plan filings · $1,005 disclosed · median 139 participantsNamed in Form 5500 filingsLong Term Care Solutions1421 Court St Unit F · Clearwater, FL 33756 · Health and welfare plans3 plan filings · $54,857 disclosed · median 612 participantsNamed in Form 5500 filingsNational Ins. Marketing Brokers LLC2650 McCormick Drive, Suite 200s · Clearwater, FL 33759 · Health and welfare plans3 plan filings · $111,642 disclosed · median 348 participantsNamed in Form 5500 filingsSandstone Partners Holdings LLC311 Park Place Blvd., Ste 620 · Clearwater, FL 33759 · Health and welfare plans3 plan filings · $59,382 disclosed · median 235 participantsNamed in Form 5500 filingsBarrett, Mark F14141 46th Street N, Suite 1209 · Clearwater, FL 33762 · Health and welfare plans2 plan filings · $2,569 disclosed · median 1,058 participantsNamed in Form 5500 filingsEngage Insurance, LLC3001 Executive Drive, Suite 340 · Clearwater, FL 33762 · Health and welfare plans2 plan filings · $1,227,423 disclosed · median 1,431 participantsNamed in Form 5500 filingsHarry M. Barash2510 Summerdale Court · Clearwater, FL 33761 · Health and welfare plans2 plan filings · $267 disclosed · median 396 participantsNamed in Form 5500 filingsMark F Barrett14141 46th St N Ste 1209 · Clearwater, FL 33762 · Health and welfare plans2 plan filings · $12,306 disclosed · median 616 participantsNamed in Form 5500 filingsMarsh & McLennan Agency LLC-Bouchar101 N Starcrest Dr · Clearwater, FL 33765 · Health and welfare plans2 plan filings · $109,275 disclosed · median 206 participantsNamed in Form 5500 filingsMarsh USA INC101 N Starcrest Drive · Clearwater, FL 33765 · Health and welfare plans2 plan filings · $3,010 disclosed · median 151 participantsNamed in Form 5500 filingsNational Insurance Marketing Broker2650 McCormick Drive · Clearwater, FL 33759 · Health and welfare plans2 plan filings · $5,089 disclosed · median 2,653 participantsNamed in Form 5500 filingsRoger Bouchard Ins INC.101 Starcrest Drive · Clearwater, FL 33765 · Health and welfare plans2 plan filings · $18,072 disclosed · median 2,654 participantsNamed in Form 5500 filingsTeaberry Benefit Analysts LLC2655 Ulmerton Rd, # 283 · Clearwater, FL 33762 · Health and welfare plans2 plan filings · $109,388 disclosed · median 176 participantsNamed in Form 5500 filings
Comparing benefits brokers in Clearwater? Ask each for a written description of every way it is paid, and read questions to ask your benefits broker.

Listed from DOL EBSA Form 5500 datasets — Schedule A Part 1, DOL EBSA Form 5500 datasets — Form 5500, DOL EFAST2 Form 5500 search. Order: most plan filings first — not a quality or price ranking — never paid. Is something wrong? Tell us.