Benefit Planning Services Inc
Rockford, IL
Benefit Planning Services Inc of Rockford, IL is the broker of record on 7 Form 5500 Schedule A filings covering 4 employer benefit plans across 2 states, with $247,004 in reported broker commissions (plan year 2025).
Quick answer
Benefit Planning Services Inc (Rockford, IL) is the broker of record for 4 employer benefit plan sponsors on 7 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Benefit Planning Services Inc have?
- Benefit Planning Services Inc is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 2 states.
- Who are Benefit Planning Services Inc's largest employer clients?
- By plan participants, the largest include Rosecrance Health Network (902 participants), Wyoming Machinery Company (649 participants) and Goellner, Inc. (594 participants).
- How much does Benefit Planning Services Inc earn in commissions?
- Insurers reported $247,004 in broker commissions paid to Benefit Planning Services Inc for plan year 2025, per Schedule A Part 1.
- Where is Benefit Planning Services Inc located?
- Benefit Planning Services Inc is based in Rockford, IL and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Benefit Planning Services 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 |
|---|---|---|---|
| Rosecrance Health Network | IL | 902 | 2025-12-31 |
| Wyoming Machinery Company | WY | 649 | 2024-12-31 |
| Goellner, Inc. | IL | 594 | 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.