First Person Benefit Advisors
Indianapolis, IN
First Person Benefit Advisors of Indianapolis, IN is the broker of record on 10 Form 5500 Schedule A filings covering 9 employer benefit plans across 2 states, with $359,679 in reported broker commissions (plan year 2025).
Quick answer
First Person Benefit Advisors (Indianapolis, IN) is the broker of record for 9 employer benefit plan sponsors on 10 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does First Person Benefit Advisors have?
- First Person Benefit Advisors is named as broker on Form 5500 Schedule A filings for 9 distinct plan sponsors in 2 states.
- Who are First Person Benefit Advisors's largest employer clients?
- By plan participants, the largest include Poly-Wood, LLC (1,366 participants), Rehab Medical Incorporated (814 participants) and Rieth-Riley Construction Co. Inc. (668 participants).
- How much does First Person Benefit Advisors earn in commissions?
- Insurers reported $359,679 in broker commissions and $47,130 in fees paid to First Person Benefit Advisors for plan year 2025, per Schedule A Part 1.
- Where is First Person Benefit Advisors located?
- First Person Benefit Advisors is based in Indianapolis, IN and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming First Person Benefit 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 |
|---|---|---|---|
| Poly-Wood, LLC | IN | 1,366 | 2024-12-31 |
| Rehab Medical Incorporated | IN | 814 | 2024-12-31 |
| Rieth-Riley Construction Co. Inc. | IN | 668 | 2024-12-31 |
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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.