Creative Retirement Systems, Inc.
Cincinnati, OH
Creative Retirement Systems, Inc. of Cincinnati, OH is the broker of record on 79 Form 5500 Schedule A filings covering 49 employer benefit plans across 9 states, with $67,665 in reported broker commissions (plan year 2025).
Quick answer
Creative Retirement Systems, Inc. (Cincinnati, OH) is the broker of record for 49 employer benefit plan sponsors on 79 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Creative Retirement Systems, Inc. have?
- Creative Retirement Systems, Inc. is named as broker on Form 5500 Schedule A filings for 49 distinct plan sponsors in 9 states.
- Who are Creative Retirement Systems, Inc.'s largest employer clients?
- By plan participants, the largest include Revolution Sustainable Solutions Holdings LLC (1,346 participants), New Vista Behavioral Healthcare, Inc. (910 participants) and Vdv Management Company, LLC (786 participants).
- How much does Creative Retirement Systems, Inc. earn in commissions?
- Insurers reported $67,665 in broker commissions and $261,700 in fees paid to Creative Retirement Systems, Inc. for plan year 2025, per Schedule A Part 1.
- Where is Creative Retirement Systems, Inc. located?
- Creative Retirement Systems, Inc. is based in Cincinnati, OH and has employer clients in 9 states.
- How does Creative Retirement Systems, Inc. rank among benefits brokers in Ohio?
- Creative Retirement Systems, Inc. ranks #28 by employer clients among the 50 most active benefits brokers based in Ohio.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Creative Retirement Systems, 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 |
|---|---|---|---|
| Revolution Sustainable Solutions Holdings LLC | AR | 1,346 | 2025-12-31 |
| New Vista Behavioral Healthcare, Inc. | KY | 910 | 2025-12-31 |
| Vdv Management Company, LLC | SC | 786 | 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.