Accretive Wholesale Insurance Servi
Louisville, KY
Accretive Wholesale Insurance Servi of Louisville, KY is the broker of record on 11 Form 5500 Schedule A filings covering 8 employer benefit plans across 3 states, with $196,992 in reported broker commissions (plan year 2025).
Quick answer
Accretive Wholesale Insurance Servi (Louisville, KY) is the broker of record for 8 employer benefit plan sponsors on 11 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Accretive Wholesale Insurance Servi have?
- Accretive Wholesale Insurance Servi is named as broker on Form 5500 Schedule A filings for 8 distinct plan sponsors in 3 states.
- Who are Accretive Wholesale Insurance Servi's largest employer clients?
- By plan participants, the largest include Cumberland Family Medical Center (1,211 participants), Personal Touch Holding Corporation (336 participants) and Eckart, LLC (326 participants).
- How much does Accretive Wholesale Insurance Servi earn in commissions?
- Insurers reported $196,992 in broker commissions and $15,385 in fees paid to Accretive Wholesale Insurance Servi for plan year 2025, per Schedule A Part 1.
- Where is Accretive Wholesale Insurance Servi located?
- Accretive Wholesale Insurance Servi is based in Louisville, KY and has employer clients in 3 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Accretive Wholesale Insurance Servi 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 |
|---|---|---|---|
| Cumberland Family Medical Center | KY | 1,211 | 2025-12-31 |
| Personal Touch Holding Corporation | NY | 336 | 2024-12-31 |
| Eckart, LLC | IN | 326 | 2024-09-30 |
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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.