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Fundz
Benefits Intelligence/Broker Directory/Missouri

Croley Insurance & Financial Inc

Springfield, MO

Croley Insurance & Financial Inc of Springfield, MO is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans, with $68,925 in reported broker commissions (plan year 2024).

Employer clients
2
distinct plan sponsors
Schedule A filings
3
States served
1
Reported commissions
$68,925
plan year 2024
Reported fees
$527

Quick answer

Croley Insurance & Financial Inc (Springfield, MO) is the broker of record for 2 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2024.

How many employer clients does Croley Insurance & Financial Inc have?
Croley Insurance & Financial Inc is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
Who are Croley Insurance & Financial Inc's largest employer clients?
By plan participants, the largest include Certified Express, Inc (201 participants) and Edmonds Dental Prosthetics, Inc. (115 participants).
How much does Croley Insurance & Financial Inc earn in commissions?
Insurers reported $68,925 in broker commissions and $527 in fees paid to Croley Insurance & Financial Inc for plan year 2024, per Schedule A Part 1.
Where is Croley Insurance & Financial Inc located?
Croley Insurance & Financial Inc is based in Springfield, MO.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Croley Insurance & Financial 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
Certified Express, IncMO2012024-12-31
Edmonds Dental Prosthetics, Inc.MO1152016-12-31

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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.