Benefits BrokerAtlas

Benefit Technology Resources LLC

Broker or agent named on 6 employee benefit plan filings, Tampa, FL

Named in Form 5500 filings

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Public-record details

Address
PO Box 26622, Tampa, FL 33623
Listed under
Health and welfare plans, Median plan 200 to 999 participants, Fees reported as well as commissions
Plan filings naming this broker (2024 plan year)
6
Commissions disclosed on Schedule A
$0
Fees disclosed on Schedule A
$174,789
Total disclosed
$174,789 (higher than 81% of the 22,186 brokers listed)
Average disclosed per filing
$29,132 (higher than 79% of listed brokers' per-filing averages)
Median plan size (participants)
489
Health and welfare filings / retirement filings
6 / 0
Plan sponsors' states (filings)
MT (1), AZ (1), AL (1), IL (1), OH (1)

Named as a broker or agent on 6 Schedule A filings in the DOL's 2024 plan-year Form 5500 data. Source: DOL EBSA Form 5500 Schedule A (2024 plan year) (record). Data as of 2026-10-02.

Public record, not an endorsement. This listing was compiled from public records as of 2026-10-02 and may be incomplete or out of date. Benefits Broker Atlas does not vet, employ, recommend or guarantee benefits brokers; a badge reflects only what the public record showed on that date. Confirm current details with the official record before you decide. The information on Benefits Broker Atlas is not a recommendation or a guarantee of anyone's work. A license record shows registration status on the date shown, not workmanship, insurance coverage at the time of your job, or suitability for your project. Confirm license, insurance and permits directly before you hire. Full disclaimer · Report an error

How to read these figures

Insurance carriers report on Schedule A of Form 5500 the commissions and fees they paid to brokers and agents for each insurance contract of an employee benefit plan. We add up the amounts for each broker name and ZIP code in the 2024 plan-year data. Amounts depend on the size of the plans, the benefits bought, how many carriers are involved and how compensation is arranged, so a larger or smaller total is not a measure of a broker's price or quality. Percentages compare this broker with the other brokers listed here and are not judgments. Schedule A does not capture every form of broker compensation, such as fees paid directly by the employer.

Grouped by broker name and ZIP code as filed; the same firm can appear under several offices or spellings. The data has no phone number or website. Confirm a broker's insurance license with your state insurance department.

These are amounts insurers reported on Schedule A of Form 5500 for 2024 plan-year filings. They depend on plan size and benefits bought and are not a price list. See how to read Schedule A.

Other benefits brokers in Tampa

The Baldwin Group Southeast LLC4211 West Boy Scout Blvd, Suite 800 · Tampa, FL 33607 · Health and welfare plans198 plan filings · $7,736,978 disclosed · median 220 participantsNamed in Form 5500 filingsBaldwin Krystyn Sherman Partners4211 West Boy Scout Blvd, Suite 800 · Tampa, FL 33607 · Health and welfare plans135 plan filings · $5,737,793 disclosed · median 214 participantsNamed in Form 5500 filingsEa Legacy LLC1724 E 5th Ave · Tampa, FL 33605 · Health and welfare plans97 plan filings · $624,014 disclosed · median 196 participantsNamed in Form 5500 filingsUsi Insurance Services LLC2502 North Rocky Point Drive, Suite 400 · Tampa, FL 33607 · Health and welfare plans92 plan filings · $2,834,700 disclosed · median 235 participantsNamed in Form 5500 filingsThe Baldwin Group Mid-Atlantic4211 W Boy Scout Blvd #800 · Tampa, FL 33607 · Health and welfare plans61 plan filings · $1,619,465 disclosed · median 211 participantsNamed in Form 5500 filingsThe Baldwin Group West LLC4211 Boy Scout Blvd Suite 900 · Tampa, FL 33607 · Health and welfare plans43 plan filings · $1,100,464 disclosed · median 191 participantsNamed in Form 5500 filingsEnrollment Alliance LLC1724 E 5th Ave · Tampa, FL 33605 · Health and welfare plans41 plan filings · $181,089 disclosed · median 289 participantsNamed in Form 5500 filingsAcrisure LLC5411 Sky Center Dr, Ste 600 · Tampa, FL 33607 · Health and welfare plans33 plan filings · $1,733,553 disclosed · median 172 participantsNamed in Form 5500 filings

All 137 in Tampa →