Charles Phillippi
Lexington, KY
Charles Phillippi of Lexington, KY is the broker of record on 4 Form 5500 Schedule A filings covering 3 employer benefit plans, with $14,314 in reported broker commissions (plan year 2025).
Quick answer
Charles Phillippi (Lexington, KY) is the broker of record for 3 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Charles Phillippi have?
- Charles Phillippi is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
- Who are Charles Phillippi's largest employer clients?
- By plan participants, the largest include Bluegrass Hospitality Group (338 participants), Commerce Lexington, Inc. Professional Services and Commerce Lexington, Inc. Finance, Insurance & Real Estate.
- How much does Charles Phillippi earn in commissions?
- Insurers reported $14,314 in broker commissions and $762 in fees paid to Charles Phillippi for plan year 2025, per Schedule A Part 1.
- Where is Charles Phillippi located?
- Charles Phillippi is based in Lexington, KY.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Charles Phillippi 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 |
|---|---|---|---|
| Bluegrass Hospitality Group | KY | 338 | 2025-12-31 |
| Commerce Lexington, Inc. Professional Services | KY | 0 | 2024-12-31 |
| Commerce Lexington, Inc. Finance, Insurance & Real Estate | KY | 0 | 2024-12-31 |
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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.