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Benefits Intelligence/Broker Directory/Ohio

Executive Benefits/Wilson Brokerage

Cincinnati, OH

Executive Benefits/Wilson Brokerage of Cincinnati, OH is the broker of record on 163 Form 5500 Schedule A filings covering 56 employer benefit plans across 7 states, with $19,733 in reported broker commissions (plan year 2021).

Employer clients
56
distinct plan sponsors
Schedule A filings
163
States served
7
Reported commissions
$19,733
plan year 2021
Reported fees
$2,340

Employer clients

Plan sponsors naming Executive Benefits/Wilson Brokerage 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
Petermann, LtdOH2,9852012-06-30
Metal Sales Manufacturing CorpKY1,8322011-12-31
Multi-Color CorporationOH1,7042014-12-31
53 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Know who holds the account, and when it renews.

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.