How many employer clients does Financial Service Managers, Inc. have?

Financial Service Managers, Inc. is named as broker on Form 5500 Schedule A filings for 6 distinct plan sponsors in 2 states.

Who are Financial Service Managers, Inc.'s largest employer clients?

By plan participants, the largest include Trinity Services Inc. (968 participants), Pilsen Wellness Center (661 participants) and Familia Development LLC (501 participants).

How much does Financial Service Managers, Inc. earn in commissions?

Insurers reported $290,727 in broker commissions and $95,698 in fees paid to Financial Service Managers, Inc. for plan year 2025, per Schedule A Part 1.

Where is Financial Service Managers, Inc. located?

Financial Service Managers, Inc. is based in Willowbrook, IL and has employer clients in 2 states.

Benefits Intelligence/Broker Directory/Illinois

Financial Service Managers, Inc.

Willowbrook, IL

Financial Service Managers, Inc. of Willowbrook, IL is the broker of record on 19 Form 5500 Schedule A filings covering 6 employer benefit plans across 2 states, with $290,727 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$290,727

plan year 2025

Reported fees

$95,698

Quick answer

Financial Service Managers, Inc. (Willowbrook, IL) is the broker of record for 6 employer benefit plan sponsors on 19 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Financial Service Managers, Inc. have?: Financial Service Managers, Inc. is named as broker on Form 5500 Schedule A filings for 6 distinct plan sponsors in 2 states.
Who are Financial Service Managers, Inc.'s largest employer clients?: By plan participants, the largest include Trinity Services Inc. (968 participants), Pilsen Wellness Center (661 participants) and Familia Development LLC (501 participants).
How much does Financial Service Managers, Inc. earn in commissions?: Insurers reported $290,727 in broker commissions and $95,698 in fees paid to Financial Service Managers, Inc. for plan year 2025, per Schedule A Part 1.
Where is Financial Service Managers, Inc. located?: Financial Service Managers, Inc. is based in Willowbrook, IL and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Financial Service Managers, 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
Trinity Services Inc.	IL	968	2026-05-31
Pilsen Wellness Center	IL	661	2025-12-31
Familia Development LLC	IL	501	2025-12-31

3 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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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.