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Benefits Intelligence/Broker Directory/Missouri

Compensation Benefit Planning, Inc.

Lees Summit, MO

Compensation Benefit Planning, Inc. of Lees Summit, MO is the broker of record on 158 Form 5500 Schedule A filings covering 34 employer benefit plans across 6 states, with $158,928 in reported broker commissions (plan year 2023).

Employer clients
34
distinct plan sponsors
Schedule A filings
158
States served
6
Reported commissions
$158,928
plan year 2023
Reported fees
$425,928

Employer clients

Plan sponsors naming Compensation Benefit Planning, 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
Qc Financial Services, Inc.KS6772023-12-31
Pivotal Health Care, LLCKS5572020-12-31
Woods Supermarket, Inc.MO4982020-12-31
31 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.