Accelevate Advisors, LLC
Toledo, OH
Accelevate Advisors, LLC of Toledo, OH is the broker of record on 27 Form 5500 Schedule A filings covering 26 employer benefit plans across 7 states, with $41,357 in reported broker commissions (plan year 2025).
Quick answer
Accelevate Advisors, LLC (Toledo, OH) is the broker of record for 26 employer benefit plan sponsors on 27 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Accelevate Advisors, LLC have?
- Accelevate Advisors, LLC is named as broker on Form 5500 Schedule A filings for 26 distinct plan sponsors in 7 states.
- Who are Accelevate Advisors, LLC's largest employer clients?
- By plan participants, the largest include Health Care Logistics (532 participants), Antonio Sofo & Son Importing Co. (510 participants) and Asama Coldwater Manufacturing, Inc (377 participants).
- How much does Accelevate Advisors, LLC earn in commissions?
- Insurers reported $41,357 in broker commissions and $2,640 in fees paid to Accelevate Advisors, LLC for plan year 2025, per Schedule A Part 1.
- Where is Accelevate Advisors, LLC located?
- Accelevate Advisors, LLC is based in Toledo, OH and has employer clients in 7 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Accelevate Advisors, LLC 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 |
|---|---|---|---|
| Health Care Logistics | OH | 532 | 2025-12-31 |
| Antonio Sofo & Son Importing Co. | OH | 510 | 2025-12-31 |
| Asama Coldwater Manufacturing, Inc | MI | 377 | 2025-12-31 |
Sell through benefits brokers? Let us show you around.
Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.
Book a 20-minute walkthroughKnow who holds the account, and when it renews.
Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.
Other benefits brokers in Ohio
- Hylant Group, Inc.: 489 employer clients, $34,763,380 reported commissions (Toledo)
- Cbiz Benefits & Insurance Services: 419 employer clients, $25,583,207 reported commissions (Cincinnati)
- National Benefit Center: 416 employer clients, $6,485 reported commissions (Beachwood)
- The James B Oswald Company: 224 employer clients, $11,726,154 reported commissions (Cleveland)
- James B. Oswald Company: 214 employer clients, $12,523,773 reported commissions (Cleveland)
- Mcgohan Brabender, Inc.: 218 employer clients, $13,156,997 reported commissions (Dayton)
- Hub Heartland LLC: 204 employer clients, $7,624,498 reported commissions (Cincinnati)
- Cbiz Benefits And Ins Services Inc.: 160 employer clients, $9,486,606 reported commissions (Cincinnati)
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.