Fundz
Fundz
Benefits Intelligence/Broker Directory/Illinois

Benefit Planner Ltd LLP

Chicago, IL

Benefit Planner Ltd LLP of Chicago, IL is the broker of record on 5 Form 5500 Schedule A filings covering 3 employer benefit plans across 3 states, with $10,200 in reported broker commissions (plan year 2013).

Employer clients
3
distinct plan sponsors
Schedule A filings
5
States served
3
Reported commissions
$10,200
plan year 2013

Employer clients

Plan sponsors naming Benefit Planner Ltd LLP 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
Yale UniversityCT14,0542012-06-30
Kilpatrick Townsend & Stockton LLPGA9532012-12-31
Golden State Water CompanyCA672014-05-31

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 month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

Get Strategic →Start now

Other benefits brokers in Illinois

All brokers in Illinois

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.