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Benefits Intelligence/Broker Directory/Florida

Brian George Jaeggi

Boca Raton, FL

Brian George Jaeggi of Boca Raton, FL is the broker of record on 18 Form 5500 Schedule A filings covering 15 employer benefit plans across 4 states, with $13,051 in reported broker commissions (plan year 2025).

Employer clients
15
distinct plan sponsors
Schedule A filings
18
States served
4
Reported commissions
$13,051
plan year 2025
Reported fees
$17

Quick answer

Brian George Jaeggi (Boca Raton, FL) is the broker of record for 15 employer benefit plan sponsors on 18 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Brian George Jaeggi have?
Brian George Jaeggi is named as broker on Form 5500 Schedule A filings for 15 distinct plan sponsors in 4 states.
Who are Brian George Jaeggi's largest employer clients?
By plan participants, the largest include The Simplex Group, Inc. (3,015 participants), Florida Institute For Long Term Care (1,509 participants) and Orlando Rehabilitation Group (435 participants).
How much does Brian George Jaeggi earn in commissions?
Insurers reported $13,051 in broker commissions and $17 in fees paid to Brian George Jaeggi for plan year 2025, per Schedule A Part 1.
Where is Brian George Jaeggi located?
Brian George Jaeggi is based in Boca Raton, FL and has employer clients in 4 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Brian George Jaeggi on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
The Simplex Group, Inc.FL3,0152024-12-31
Florida Institute For Long Term CareFL1,5092025-06-30
Orlando Rehabilitation GroupFL4352025-03-31
12 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.