Benefits broker of record · DULUTH, GA
PFS INVESTMENTS INC.
PFS INVESTMENTS INC. of DULUTH, GA is named as the broker of record on 13 insurance contracts in public Form 5500 Schedule A filings.
One of 3 offices of PFS INVESTMENTS INC..
13 contracts on file name PFS INVESTMENTS INC. as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.
Book profile
PFS INVESTMENTS INC. brokers 13 insured contracts for 13 employers, across 8 states, led by FL, TX, CO.
VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY writes the most contracts in the book (10, about 77%); PRINCIPAL LIFE INSURANCE COMPANY, EMPOWER ANNUITY INSURANCE COMPANY follow.
Renewals concentrate on January 1: 100% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| GOODWILL INDUSTRIES OF NORTHEAST TEXAS, INC. | SHERMAN, TX | VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC | —FY2023 |
| APEX MARINE, INC. | SAINT LOUIS, MI | VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC | —FY2023 |
| STELLAR CARE AND SERVICES, LLC | COLORADO SPRINGS, CO | VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC | —FY2024 |
| SENIOR RESOURCE ASSOCIATION, INC. | VERO BEACH, FL | PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2025 |
| MENNO HAVEN, INC. | CHAMBERSBURG, PA | VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC | —FY2025 |
more employers in PFS INVESTMENTS INC.'s book
See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2023–2025 on this page)
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