Benefits BrokerAtlas

The Bailey Group

Broker or agent named on 8 employee benefit plan filings, Saint Augustine, FL

Named in Form 5500 filings

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Public-record details

Address
1200 Plantation Island Drive, Suite 210, Saint Augustine, FL 32080
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)
8
Commissions disclosed on Schedule A
$98,263
Fees disclosed on Schedule A
$20,721
Total disclosed
$118,984 (higher than 76% of the 22,186 brokers listed)
Average disclosed per filing
$14,873 (higher than 67% of listed brokers' per-filing averages)
Median plan size (participants)
483
Health and welfare filings / retirement filings
8 / 0
Plan sponsors' states (filings)
FL (8)

Named as a broker or agent on 8 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 This listing was compiled from public records as of 2026-10-02 and may be incomplete or out of date.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 Saint Augustine

Foundation Risk Partners, Corp400 N Ponce De Leon Blvd · Saint Augustine, FL 32084 · Health and welfare plans28 plan filings · $169,079 disclosed · median 286 participantsNamed in Form 5500 filingsMark a Linsner1712 Austin Lane · Saint Augustine, FL 32092 · Health and welfare plans8 plan filings · $5,804 disclosed · median 327 participantsNamed in Form 5500 filingsMfb Financial INC DBA the Bailey Gr1200 Plantation Island Drive S, Ste 210 · Saint Augustine, FL 32080 · Health and welfare plans7 plan filings · $556,089 disclosed · median 525 participantsNamed in Form 5500 filingsDavid C Sweigard2575 Pellicer Rd, Lot a · Saint Augustine, FL 32092 · Health and welfare plans4 plan filings · $367 disclosed · median 170 participantsNamed in Form 5500 filingsMark F Bailey1200 Plantation Island Drive S, Ste 210 · Saint Augustine, FL 32080 · Health and welfare plans3 plan filings · $307,515 disclosed · median 196 participantsNamed in Form 5500 filingsAmy Lee Slokan2405 Willowbend Dr. · Saint Augustine, FL 32092 · Health and welfare plans2 plan filings · $833 disclosed · median 225 participantsNamed in Form 5500 filingsDanny Leon162 Barley Street · Saint Augustine, FL 32092 · Health and welfare plans2 plan filings · $61 disclosed · median 212 participantsNamed in Form 5500 filingsMfp Financial INC1200 Plantation Island Dr S, Ste 210 · Saint Augustine, FL 32080 · Health and welfare plans2 plan filings · $97,265 disclosed · median 885 participantsNamed in Form 5500 filings

All 10 in Saint Augustine →