Benefit Planning Assoc, Inc
Bloomington, IL
Benefit Planning Assoc, Inc of Bloomington, IL is the broker of record on 4 Form 5500 Schedule A filings covering 3 employer benefit plans, with $475,031 in reported broker commissions (plan year 2025).
Quick answer
Benefit Planning Assoc, Inc (Bloomington, IL) is the broker of record for 3 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Benefit Planning Assoc, Inc have?
- Benefit Planning Assoc, Inc is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
- Who are Benefit Planning Assoc, Inc's largest employer clients?
- By plan participants, the largest include Superior Consolidated Industries, Inc. (561 participants), Wlc Management Firm, LLC (319 participants) and First State Bank (208 participants).
- How much does Benefit Planning Assoc, Inc earn in commissions?
- Insurers reported $475,031 in broker commissions and $8,207 in fees paid to Benefit Planning Assoc, Inc for plan year 2025, per Schedule A Part 1.
- Where is Benefit Planning Assoc, Inc located?
- Benefit Planning Assoc, Inc is based in Bloomington, IL.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Benefit Planning Assoc, Inc 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 |
|---|---|---|---|
| Superior Consolidated Industries, Inc. | IL | 561 | 2025-05-31 |
| Wlc Management Firm, LLC | IL | 319 | 2025-12-31 |
| First State Bank | IL | 208 | 2025-12-31 |
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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.