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Benefits Intelligence/Broker Directory/Indiana

Cfd Investments Inc

Kokomo, IN

Cfd Investments Inc of Kokomo, IN is the broker of record on 20 Form 5500 Schedule A filings covering 15 employer benefit plans across 6 states, with $50,326 in reported broker commissions (plan year 2021).

Employer clients
15
distinct plan sponsors
Schedule A filings
20
States served
6
Reported commissions
$50,326
plan year 2021
Reported fees
$1,506

Employer clients

Plan sponsors naming Cfd Investments 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
Grace Village Health CareIN1832011-12-31
Vann Virginia Center For Orthopaedi Orthopaedics, P.C.VA1602009-12-31
Ohio Heritage BankOH592009-12-31
12 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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 month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

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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.