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Benefits Intelligence/Broker Directory/Illinois

Andrew Casperson

Chicago, IL

Andrew Casperson of Chicago, IL is the broker of record on 3 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $17,291 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
3
States served
2
Reported commissions
$17,291
plan year 2025

Quick answer

Andrew Casperson (Chicago, IL) is the broker of record for 3 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Andrew Casperson have?
Andrew Casperson is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 2 states.
Who are Andrew Casperson's largest employer clients?
By plan participants, the largest include Utz Quality Foods, LLC (2,955 participants), Tri City Foods, Inc. (1,795 participants) and Fabrik Industries, Inc. (119 participants).
How much does Andrew Casperson earn in commissions?
Insurers reported $17,291 in broker commissions paid to Andrew Casperson for plan year 2025, per Schedule A Part 1.
Where is Andrew Casperson located?
Andrew Casperson is based in Chicago, IL and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Andrew Casperson 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
Utz Quality Foods, LLCPA2,9552024-12-31
Tri City Foods, Inc.IL1,7952025-02-28
Fabrik Industries, Inc.IL1192025-12-31

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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.