Fundz
Fundz
Benefits Intelligence/Broker Directory/Kentucky

Assured Partners

Louisville, KY

Assured Partners of Louisville, KY is the broker of record on 25 Form 5500 Schedule A filings covering 25 employer benefit plans across 13 states, with $241,498 in reported broker commissions (plan year 2025).

Employer clients
25
distinct plan sponsors
Schedule A filings
25
States served
13
Reported commissions
$241,498
plan year 2025
Reported fees
$29,761

Employer clients

Plan sponsors naming Assured Partners 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
Discovery Sl Management, LLCFL10,8692024-12-31
Industrial Manufacturing And Professional Commercial TrustKY4,9832024-12-31
Venture Express, Inc.TN9102024-12-31
22 more employer clients are on this firm's record, with each plan's renewal date. See the full client list

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal date — from Form 5500 Schedule A, joined to funding rounds, executive hires and layoff notices.

Get Strategic →Start now

Other benefits brokers in Kentucky

All brokers in Kentucky

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.