Fundz
Fundz
Benefits Intelligence/Broker Directory/Ohio

Berson-Sokol Agency Inc.

Cleveland, OH

Berson-Sokol Agency Inc. of Cleveland, OH is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $4,279 in reported broker commissions (plan year 2025).

Employer clients
1
distinct plan sponsors
Schedule A filings
2
States served
1
Reported commissions
$4,279
plan year 2025

Employer clients

Plan sponsors naming Berson-Sokol Agency Inc. 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
Howard,Wershbale & Co.OH1422024-12-31
Howard,Wershbale & Co.OH02025-12-31

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 date — from Form 5500 Schedule A, joined to funding rounds, executive hires and layoff notices.

Get Strategic →Start now

Other benefits brokers in Ohio

All brokers in Ohio

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.