Cambridge Investment Research Inc
Fairfield, IA
Cambridge Investment Research Inc of Fairfield, IA is the broker of record on 77 Form 5500 Schedule A filings covering 50 employer benefit plans across 26 states, with $879,305 in reported broker commissions (plan year 2025).
Quick answer
Cambridge Investment Research Inc (Fairfield, IA) is the broker of record for 50 employer benefit plan sponsors on 77 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Cambridge Investment Research Inc have?
- Cambridge Investment Research Inc is named as broker on Form 5500 Schedule A filings for 50 distinct plan sponsors in 26 states.
- Who are Cambridge Investment Research Inc's largest employer clients?
- By plan participants, the largest include Nonprofit Association Of The Midlan Ds (2,738 participants), Hill & Smith Group Holdings, Inc. (1,789 participants) and Ssa Group, LLC (1,636 participants).
- How much does Cambridge Investment Research Inc earn in commissions?
- Insurers reported $879,305 in broker commissions and $41,267 in fees paid to Cambridge Investment Research Inc for plan year 2025, per Schedule A Part 1.
- Where is Cambridge Investment Research Inc located?
- Cambridge Investment Research Inc is based in Fairfield, IA and has employer clients in 26 states.
- How does Cambridge Investment Research Inc rank among benefits brokers in Iowa?
- Cambridge Investment Research Inc ranks #18 by employer clients among the 50 most active benefits brokers based in Iowa.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Cambridge Investment Research 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 |
|---|---|---|---|
| Nonprofit Association Of The Midlan Ds | NE | 2,738 | 2025-12-31 |
| Hill & Smith Group Holdings, Inc. | OH | 1,789 | 2025-12-31 |
| Ssa Group, LLC | CO | 1,636 | 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.