Cassidy Jordon Hoffman
Atlanta, GA
Cassidy Jordon Hoffman of Atlanta, GA is the broker of record on 2 Form 5500 Schedule A filings covering 2 employer benefit plans across 2 states, with $5,577 in reported broker commissions (plan year 2025).
Quick answer
Cassidy Jordon Hoffman (Atlanta, GA) is the broker of record for 2 employer benefit plan sponsors on 2 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Cassidy Jordon Hoffman have?
- Cassidy Jordon Hoffman is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors in 2 states.
- Who are Cassidy Jordon Hoffman's largest employer clients?
- By plan participants, the largest include Upmc (94,391 participants) and Bw Gas & Convenience Holdings, LLC (3,976 participants).
- How much does Cassidy Jordon Hoffman earn in commissions?
- Insurers reported $5,577 in broker commissions and $244 in fees paid to Cassidy Jordon Hoffman for plan year 2025, per Schedule A Part 1.
- Where is Cassidy Jordon Hoffman located?
- Cassidy Jordon Hoffman is based in Atlanta, GA and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Cassidy Jordon Hoffman on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Upmc | PA | 94,391 | 2024-12-31 |
| Bw Gas & Convenience Holdings, LLC | MA | 3,976 | 2025-12-31 |
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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.