Benefits BrokerAtlas

Benefits brokers in Winter Park, FL

25 benefits brokers in Winter Park — 25 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 (23)Median plan under 200 participants (10)Median plan 200 to 999 participants (14)Fees reported as well as commissions (12)
Featured spots · Winter Park, FL

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Morgan Strong1735 Barcelona Way · Winter Park, FL 32789 · Health and welfare plans14 plan filings · $76,447 disclosed · median 239 participantsNamed in Form 5500 filingsChasse Lynn Greene1735 Barcelona Way · Winter Park, FL 32789 · Health and welfare plans12 plan filings · $90,886 disclosed · median 203 participantsNamed in Form 5500 filingsFringe Benefit Plans INC2211 Lee Rd, Ste 100 · Winter Park, FL 32789 · Health and welfare plans11 plan filings · $339,335 disclosed · median 123 participantsNamed in Form 5500 filingsWilliam Rennard3001 Aloma Ave Ste 116 · Winter Park, FL 32792 · Health and welfare plans11 plan filings · $19,350 disclosed · median 436 participantsNamed in Form 5500 filingsHub International Midwest Limited1560 Orange Ave, Suite 750 · Winter Park, FL 32789 · Health and welfare plans10 plan filings · $328,508 disclosed · median 222 participantsNamed in Form 5500 filingsTrust Management Group INC1201 S Orlando Ave Ste 450 · Winter Park, FL 32789 · Health and welfare plans10 plan filings · $38,176 disclosed · median 272 participantsNamed in Form 5500 filingsBates & Company, INC.1201 S. Orlando Ave, Ste 202 · Winter Park, FL 32789 · Retirement plans7 plan filings · $97,160 disclosed · median 182 participantsNamed in Form 5500 filingsHub International1560 Orange Ave Ste 750, PO Box 1480 · Winter Park, FL 32789 · Health and welfare plans7 plan filings · $275,426 disclosed · median 484 participantsNamed in Form 5500 filingsHub International Midwest LTD1560 Orange Ave, Suite 750 · Winter Park, FL 32789 · Health and welfare plans5 plan filings · $164,577 disclosed · median 236 participantsNamed in Form 5500 filingsLevel 3 Insurance Advisors, INC.201 North New York Avenue, Suite 201 · Winter Park, FL 32789 · Health and welfare plans5 plan filings · $299,832 disclosed · median 304 participantsNamed in Form 5500 filings
Hilb Group of Florida1331 Palmetto Ave., Ste 100 · Winter Park, FL 32789 · Health and welfare plans4 plan filings · $171,412 disclosed · median 622 participantsNamed in Form 5500 filingsKeystone Benefit Group, LLC2211 Lee Road Ste 100 · Winter Park, FL 32789 · Health and welfare plans4 plan filings · $38,292 disclosed · median 146 participantsNamed in Form 5500 filingsBarbara Rennard3001 Aloma Avenue, Suite 116 · Winter Park, FL 32792 · Health and welfare plans3 plan filings · $18,002 disclosed · median 253 participantsNamed in Form 5500 filingsHub International Florida1560 N Orange Ave, Suite 750 · Winter Park, FL 32789 · Health and welfare plans3 plan filings · $245,408 disclosed · median 129 participantsNamed in Form 5500 filingsNbc Securities INC1201 S Orlando Ave · Winter Park, FL 32789 · Retirement plans3 plan filings · $42,976 disclosed · median 249 participantsNamed in Form 5500 filingsThe Binnacle Group INC1339 Orchid Ave · Winter Park, FL 32789 · Health and welfare plans3 plan filings · $291 disclosed · median 150 participantsNamed in Form 5500 filingsUnited Benefit Advisors of Florida2211 Lee Rd Ste 100 · Winter Park, FL 32789 · Health and welfare plans3 plan filings · $66,897 disclosed · median 169 participantsNamed in Form 5500 filingsAlliant Insurance Services, INC.444 West New England Avenue, Suite 102 · Winter Park, FL 32789 · Health and welfare plans2 plan filings · $24,671 disclosed · median 207 participantsNamed in Form 5500 filingsChasse Greene1735 Barcelona Way · Winter Park, FL 32789 · Health and welfare plans2 plan filings · $4,464 disclosed · median 142 participantsNamed in Form 5500 filingsCypress Risk Partners, LLC1201 S Orlando Ave, Ste 390 · Winter Park, FL 32789 · Health and welfare plans2 plan filings · $134,388 disclosed · median 262 participantsNamed in Form 5500 filingsDrew E Samelson346 Trismen Terrace · Winter Park, FL 32789 · Health and welfare plans2 plan filings · $29,441 disclosed · median 66 participantsNamed in Form 5500 filingsFringe Benefits2211 Lee Rd · Winter Park, FL 32789 · Health and welfare plans2 plan filings · $464 disclosed · median 124 participantsNamed in Form 5500 filingsRobin Ponce2849 Roxbury Rd · Winter Park, FL 32789 · Health and welfare plans2 plan filings · $58 disclosed · median 946 participantsNamed in Form 5500 filingsScott Robert Bunkers2211 Lee Rd Ste 100 · Winter Park, FL 32789 · Health and welfare plans2 plan filings · $36,307 disclosed · median 18,051 participantsNamed in Form 5500 filingsWilliam Rennard and Other Agents3001 Aloma Avenue, Suite 116 · Winter Park, FL 32792 · Health and welfare plans2 plan filings · $1,484 disclosed · median 152 participantsNamed in Form 5500 filings
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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.