BenefitsLedger
Benefits broker · Plan year 2024 · Form 5500 Schedule A

Specialty Planners, Inc.

Fort Myers, FL

Specialty Planners, Inc. collected $6,326 in commissions and fees from 8 employer health plans in plan year 2024 filings, ranking #8805 among 12,126 brokers named in the public record. Most of its named clients are in Colorado.

Commissions + fees
$6,326
$6,326 commissions · $0 fees
Employer plans
8
8 contracts
Rank
#8805
top 73% of 12,126 brokers
Median rate
n/a
fewer than 10 insured medical plans

Largest clients

Employers whose filings reported the most compensation to this broker.

EmployerPaid to brokerParticipants
Magnusson Klemencic Associates, Inc. · Washington$2,326170
Wiley Rein LLP · District of Columbia$2,159651
Alexandria Extrusion Company · Minnesota$731351
Awc, Inc. · Louisiana$389638
Denver Broncos Team, LLC · Colorado$360309
Naropa University · Colorado$268162
Koenig & Bauer (US), Inc. · Texas$49145
Investortools, Inc. · Illinois$44127

Source: DOL Form 5500 Schedule A Part I, plan year 2024, grouped by broker name as filed. Dataset built October 24, 2026.

Where its clients are

Employer plans naming this broker, by employer state.

2 plans
1 plans
1 plans
1 plans
1 plans
1 plans

How much does Specialty Planners, Inc. earn from employer health plans?

In plan year 2024 filings, employers reported paying Specialty Planners, Inc. $6,326: $6,326 in commissions and $0 in fees, across 8 insurance contracts at 8 employers. That ranks #8805 of 12,126 brokers in the public record.

What commission rate is paid on plans Specialty Planners, Inc. brokers?

Not enough fully insured medical plans name Specialty Planners, Inc. as the sole broker to compute a stable rate. The national median is 3.8% of premium.

Which employers use Specialty Planners, Inc.?

The largest reported payers in 2024 were Magnusson Klemencic Associates, Inc., Wiley Rein LLP, Alexandria Extrusion Company. Colorado is its biggest state by employer count (2 plans).

Amounts are what employers reported on their own filings. They do not include compensation from carriers that is not tied to a specific contract, and names are grouped exactly as filed, so related entities can appear separately. How this record is built.

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A WellthCare benefits specialist reads your Form 5500 the way a fiduciary reviewer would and writes up what to take to your broker before renewal. Free, from the public record only.