First Person, Inc
Indianapolis, IN
First Person, Inc of Indianapolis, IN is the broker of record on 142 Form 5500 Schedule A filings covering 79 employer benefit plans across 14 states, with $4,946,441 in reported broker commissions (plan year 2025).
Quick answer
First Person, Inc (Indianapolis, IN) is the broker of record for 79 employer benefit plan sponsors on 142 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does First Person, Inc have?
- First Person, Inc is named as broker on Form 5500 Schedule A filings for 79 distinct plan sponsors in 14 states.
- Who are First Person, Inc's largest employer clients?
- By plan participants, the largest include Acec Life/Health Insurance Trust Benefit Consortium (35,940 participants), The Heritage Group Health Plan Benefits Committee (2,150 participants) and Keystone Cooperative, Inc. (1,732 participants).
- How much does First Person, Inc earn in commissions?
- Insurers reported $4.9 million in broker commissions and $550,268 in fees paid to First Person, Inc for plan year 2025, per Schedule A Part 1.
- Where is First Person, Inc located?
- First Person, Inc is based in Indianapolis, IN and has employer clients in 14 states.
- How does First Person, Inc rank among benefits brokers in Indiana?
- First Person, Inc ranks #5 by employer clients among the 50 most active benefits brokers based in Indiana.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming First Person, 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 |
|---|---|---|---|
| Acec Life/Health Insurance Trust Benefit Consortium | TX | 35,940 | 2024-12-31 |
| The Heritage Group Health Plan Benefits Committee | IN | 2,150 | 2025-12-31 |
| Keystone Cooperative, Inc. | IN | 1,732 | 2025-12-31 |
Sell through benefits brokers? Let us show you around.
Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.
Book a 20-minute walkthroughKnow 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.
Other benefits brokers in Indiana
- Img: 1,569 employer clients, $78,061 reported commissions (Indianapolis)
- Mj Insurance: 237 employer clients, $22,845,399 reported commissions (Carmel)
- Gibson Insurance Agency, Inc.: 139 employer clients, $15,947,948 reported commissions (South Bend)
- Lincoln Financial Advisors: 125 employer clients, $1,710,728 reported commissions (Fort Wayne)
- Apex Benefits Group, Inc.: 70 employer clients, $7,009,122 reported commissions (Indianapolis)
- Locascio Hadden & Dennis, LLC: 65 employer clients, $5,217,087 reported commissions (Indianapolis)
- Shepherd Insurance LLC: 59 employer clients, $3,363,971 reported commissions (Carmel)
- Howard J Horowitz: 63 employer clients, $33,959 reported commissions (Carmel)
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.