How many employer clients does Laurie Winston Forum Benefits, Inc have?

Laurie Winston Forum Benefits, Inc is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.

Who are Laurie Winston Forum Benefits, Inc's largest employer clients?

By plan participants, the largest include Cpm Federal Credit Union (187 participants).

How much does Laurie Winston Forum Benefits, Inc earn in commissions?

Insurers reported $155,666 in broker commissions paid to Laurie Winston Forum Benefits, Inc for plan year 2025, per Schedule A Part 1.

Where is Laurie Winston Forum Benefits, Inc located?

Laurie Winston Forum Benefits, Inc is based in Greenville, SC.

Benefits Intelligence/Broker Directory/South Carolina

Laurie Winston Forum Benefits, Inc

Greenville, SC

Laurie Winston Forum Benefits, Inc of Greenville, SC is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $155,666 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$155,666

plan year 2025

Quick answer

Laurie Winston Forum Benefits, Inc (Greenville, SC) 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 Laurie Winston Forum Benefits, Inc have?: Laurie Winston Forum Benefits, Inc is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Laurie Winston Forum Benefits, Inc's largest employer clients?: By plan participants, the largest include Cpm Federal Credit Union (187 participants).
How much does Laurie Winston Forum Benefits, Inc earn in commissions?: Insurers reported $155,666 in broker commissions paid to Laurie Winston Forum Benefits, Inc for plan year 2025, per Schedule A Part 1.
Where is Laurie Winston Forum Benefits, Inc located?: Laurie Winston Forum Benefits, Inc is based in Greenville, SC.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Laurie Winston Forum Benefits, 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
Cpm Federal Credit Union	SC	187	2026-03-31

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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.