Ertel & Company, Inc.
Indianapolis, IN
Ertel & Company, Inc. of Indianapolis, IN is the broker of record on 16 Form 5500 Schedule A filings covering 10 employer benefit plans, with $278,779 in reported broker commissions (plan year 2025).
Quick answer
Ertel & Company, Inc. (Indianapolis, IN) is the broker of record for 10 employer benefit plan sponsors on 16 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Ertel & Company, Inc. have?
- Ertel & Company, Inc. is named as broker on Form 5500 Schedule A filings for 10 distinct plan sponsors.
- Who are Ertel & Company, Inc.'s largest employer clients?
- By plan participants, the largest include Jackson County Bank (181 participants), First Harrison Bank (172 participants) and The Farmers Bank (142 participants).
- How much does Ertel & Company, Inc. earn in commissions?
- Insurers reported $278,779 in broker commissions and $3,562 in fees paid to Ertel & Company, Inc. for plan year 2025, per Schedule A Part 1.
- Where is Ertel & Company, Inc. located?
- Ertel & Company, Inc. is based in Indianapolis, IN.
- How does Ertel & Company, Inc. rank among benefits brokers in Indiana?
- Ertel & Company, Inc. ranks #45 by employer clients among the 50 most active benefits brokers based in Indiana.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Ertel & Company, 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 |
|---|---|---|---|
| Jackson County Bank | IN | 181 | 2026-04-30 |
| First Harrison Bank | IN | 172 | 2025-05-31 |
| The Farmers Bank | IN | 142 | 2023-06-30 |
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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.