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Benefits Intelligence/Broker Directory/Georgia

World Financial Group Insurance Age

Duluth, GA

World Financial Group Insurance Age of Duluth, GA is the broker of record on 4 Form 5500 Schedule A filings covering 2 employer benefit plans across 2 states, with $37,281 in reported broker commissions (plan year 2025).

Employer clients
2
distinct plan sponsors
Schedule A filings
4
States served
2
Reported commissions
$37,281
plan year 2025

Quick answer

World Financial Group Insurance Age (Duluth, GA) is the broker of record for 2 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does World Financial Group Insurance Age have?
World Financial Group Insurance Age is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors in 2 states.
Who are World Financial Group Insurance Age's largest employer clients?
By plan participants, the largest include Plan Professionals LLC (6,396 participants) and Sonnen, Inc. (61 participants).
How much does World Financial Group Insurance Age earn in commissions?
Insurers reported $37,281 in broker commissions paid to World Financial Group Insurance Age for plan year 2025, per Schedule A Part 1.
Where is World Financial Group Insurance Age located?
World Financial Group Insurance Age is based in Duluth, GA and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming World Financial Group Insurance Age 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
Plan Professionals LLCNJ6,3962025-12-31
Sonnen, Inc.GA612025-12-31

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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.