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Benefits Intelligence/Broker Directory/Iowa

Acumen Advisors, Inc.

Cedar Rapids, IA

Acumen Advisors, Inc. of Cedar Rapids, IA is the broker of record on 14 Form 5500 Schedule A filings covering 12 employer benefit plans across 2 states, with $134,123 in reported broker commissions (plan year 2025).

Employer clients
12
distinct plan sponsors
Schedule A filings
14
States served
2
Reported commissions
$134,123
plan year 2025
Reported fees
$58,377

Employer clients

Plan sponsors naming Acumen Advisors, Inc. on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Acec Life/Health Insurance Trust Benefit ConsortiumTX35,9402024-12-31
Raining Rose, Inc.IA2872025-12-31
Raining Rose, Inc.IA2822024-12-31
9 more employer clients are on this firm's record, with each plan's renewal date. See the full client list

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Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.