Benefits BrokerAtlas

Benefits brokers in Palm Harbor, FL

12 benefits brokers in Palm Harbor — 12 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 (11)Median plan under 200 participants (5)Median plan 200 to 999 participants (4)Median plan 1,000+ participants (3)Fees reported as well as commissions (5)
Featured spots · Palm Harbor, FL

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Acrisure LLC2965 Alt 19 · Palm Harbor, FL 34683 · Health and welfare plans30 plan filings · $659,622 disclosed · median 154 participantsNamed in Form 5500 filingsPatricia M Carducci4784 Simcoe St · Palm Harbor, FL 34683 · Health and welfare plans12 plan filings · $8,523 disclosed · median 194 participantsNamed in Form 5500 filingsShelby Group INC3496 E Woodmont Way · Palm Harbor, FL 34684 · Health and welfare plans9 plan filings · $7,279 disclosed · median 192 participantsNamed in Form 5500 filingsAlltrust Insurance2965 Alt 19 North · Palm Harbor, FL 34683 · Health and welfare plans3 plan filings · $27,900 disclosed · median 122 participantsNamed in Form 5500 filingsBryon Grove494 Orange St · Palm Harbor, FL 34683 · Health and welfare plans3 plan filings · $92 disclosed · median 1,020 participantsNamed in Form 5500 filingsBryon L Grove494 Orange Street · Palm Harbor, FL 34683 · Health and welfare plans3 plan filings · $129 disclosed · median 164 participantsNamed in Form 5500 filingsStephanie Sheppa3687 Imperial Ridge Pkwy · Palm Harbor, FL 34684 · Health and welfare plans3 plan filings · $488 disclosed · median 436 participantsNamed in Form 5500 filingsClear Light Services LLC2751 Challenger Dr · Palm Harbor, FL 34683 · Health and welfare plans2 plan filings · $31 disclosed · median 576 participantsNamed in Form 5500 filingsCoastal Pension ConsultantsPO Box 1350 · Palm Harbor, FL 34682 · Retirement plans2 plan filings · $665 disclosed · median 1,481 participantsNamed in Form 5500 filingsGrove Financial LLC494 Orange St · Palm Harbor, FL 34683 · Health and welfare plans2 plan filings · $92 disclosed · median 429 participantsNamed in Form 5500 filings
John Grubbs34931 US Hwy 19 North · Palm Harbor, FL 34684 · Health and welfare plans2 plan filings · $455 disclosed · median 1,199 participantsNamed in Form 5500 filingsMary Teresa Scully2751 Challenger Drive · Palm Harbor, FL 34683 · Health and welfare plans2 plan filings · $55 disclosed · median 219 participantsNamed in Form 5500 filings
Comparing benefits brokers in Palm Harbor? 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.