First Person Advisors
Indianapolis, IN
First Person Advisors of Indianapolis, IN is the broker of record on 7 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $155,776 in reported broker commissions (plan year 2017).
Employer clients
Plan sponsors naming First Person Advisors 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 |
|---|---|---|---|
| American Proteins, Inc. | GA | 516 | 2013-12-31 |
| Young Men'S Christian Association Of Greater Indianapolis | IN | 277 | 2017-12-31 |
| Bmwc Constructors, Inc | IN | 143 | 2016-12-31 |
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.
Other benefits brokers in Indiana
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.