Joe Costa & Associates Inc
Bogart, GA
Joe Costa & Associates Inc of Bogart, GA is the broker of record on 5 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $44,800 in reported broker commissions (plan year 2025).
Quick answer
Joe Costa & Associates Inc (Bogart, GA) is the broker of record for 3 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Joe Costa & Associates Inc have?
- Joe Costa & Associates Inc is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 2 states.
- Who are Joe Costa & Associates Inc's largest employer clients?
- By plan participants, the largest include Georgia Cyber Academy (959 participants), Marquee Broadcasting Inc (252 participants) and A2b Fulfillment, Inc. (120 participants).
- How much does Joe Costa & Associates Inc earn in commissions?
- Insurers reported $44,800 in broker commissions and $13,197 in fees paid to Joe Costa & Associates Inc for plan year 2025, per Schedule A Part 1.
- Where is Joe Costa & Associates Inc located?
- Joe Costa & Associates Inc is based in Bogart, GA and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Joe Costa & Associates Inc 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 |
|---|---|---|---|
| Georgia Cyber Academy | GA | 959 | 2025-12-31 |
| Marquee Broadcasting Inc | MD | 252 | 2026-04-30 |
| A2b Fulfillment, Inc. | GA | 120 | 2025-12-31 |
Sell through benefits brokers? Let us show you around.
Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.
Book a 20-minute walkthroughKnow who holds the account, and when it renews.
Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.
Other benefits brokers in Georgia
- Digital Insurance LLC: 2,207 employer clients, $183,534,356 reported commissions (Atlanta)
- Orenda Retirement, LLC: 117 employer clients (Duluth)
- Sterling Seacrest Pritchard, Inc.: 130 employer clients, $8,579,665 reported commissions (Atlanta)
- One Digital: 112 employer clients, $864,050 reported commissions (Atlanta)
- Onedigital: 76 employer clients, $1,417,895 reported commissions (Atlanta)
- Sbr Services LLC: 99 employer clients, $1,027,326 reported commissions (Atlanta)
- The Ultimate Software Group: 92 employer clients, $2,141 reported commissions (Atlanta)
- Oakbridge Insurance Agency LLC: 59 employer clients, $4,934,083 reported commissions (Lagrange)
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.