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Benefits Intelligence/Broker Directory/Ohio

First Insurance & Investments

Defiance, OH

First Insurance & Investments of Defiance, OH is the broker of record on 43 Form 5500 Schedule A filings covering 14 employer benefit plans across 2 states, with $839,089 in reported broker commissions (plan year 2013).

Employer clients
14
distinct plan sponsors
Schedule A filings
43
States served
2
Reported commissions
$839,089
plan year 2013
Reported fees
$872,865

Employer clients

Plan sponsors naming First Insurance & Investments 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
Defiance Metal Products Co.OH1,0072011-12-31
First Financial CorporationIN8632011-09-30
Dee Holdings, Inc.OH5752014-06-30
11 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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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.