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Benefits Intelligence/Broker Directory/Mississippi

David Woods

Winona, MS

David Woods of Winona, MS is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $30,582 in reported broker commissions (plan year 2025).

Employer clients
1
distinct plan sponsors
Schedule A filings
2
States served
1
Reported commissions
$30,582
plan year 2025
Reported fees
$1,465

Quick answer

David Woods (Winona, MS) is the broker of record for 1 employer benefit plan sponsor on 2 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does David Woods have?
David Woods is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are David Woods's largest employer clients?
By plan participants, the largest include Plantation Management Company, LLC (632 participants).
How much does David Woods earn in commissions?
Insurers reported $30,582 in broker commissions and $1,465 in fees paid to David Woods for plan year 2025, per Schedule A Part 1.
Where is David Woods located?
David Woods is based in Winona, MS.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming David Woods 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
Plantation Management Company, LLCLA6322025-12-31

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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.