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Benefits Intelligence/Broker Directory/Illinois

Cetera Financial Specialists LLC

Schaumburg, IL

Cetera Financial Specialists LLC of Schaumburg, IL is the broker of record on 17 Form 5500 Schedule A filings covering 15 employer benefit plans across 9 states, with $351,091 in reported broker commissions (plan year 2025).

Employer clients
15
distinct plan sponsors
Schedule A filings
17
States served
9
Reported commissions
$351,091
plan year 2025

Employer clients

Plan sponsors naming Cetera Financial Specialists LLC 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
Plan Professionals, LLCNJ18,7622024-12-31
Hartford Healthcare CorporationCT4,5892024-12-31
Midwest Geriatric Management, LLCMO2,7782024-12-31
12 more employer clients are on this firm's record, with each plan's renewal date. See the full client list

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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.