Benefits brokerage · 3 offices
PFS INVESTMENTS INC.
PFS INVESTMENTS INC. is named as the broker of record on 15 insurance contracts across its 3 offices in public Form 5500 Schedule A filings.
Offices
Largest book first.
A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.
| City | State | Contracts |
|---|---|---|
| DULUTH | GA | 13 |
| No city on file | — | 1 |
| GA | GA | 1 |
Book profile
PFS INVESTMENTS INC. brokers 15 insured contracts for 15 employers, across 9 states, led by FL, CO, TX.
VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY writes the most contracts in the book (12, about 80%); 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 | Office | Carrier | Renews |
|---|---|---|---|---|
| GOODWILL INDUSTRIES OF NORTHEAST TEXAS, INC. | SHERMAN, TX | DULUTH, GA | VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC | —FY2023 |
| RME LTD, LLC DBA ELITE SURFACE INFRASTRUCTURE | ENGLEWOOD, CO | No city on file | VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC | —FY2024 |
| APEX MARINE, INC. | SAINT LOUIS, MI | DULUTH, GA | VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC | —FY2023 |
| STELLAR CARE AND SERVICES, LLC | COLORADO SPRINGS, CO | DULUTH, GA | VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC | —FY2024 |
| SENIOR RESOURCE ASSOCIATION, INC. | VERO BEACH, FL | DULUTH, GA | PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2025 |
more employers in PFS INVESTMENTS INC.'s book
See the full client list across every office, 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)