Gregory & Appel, Inc.
Indianapolis, IN
Gregory & Appel, Inc. of Indianapolis, IN is the broker of record on 70 Form 5500 Schedule A filings covering 38 employer benefit plans across 5 states, with $2,374,849 in reported broker commissions (plan year 2025).
Quick answer
Gregory & Appel, Inc. (Indianapolis, IN) is the broker of record for 38 employer benefit plan sponsors on 70 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Gregory & Appel, Inc. have?
- Gregory & Appel, Inc. is named as broker on Form 5500 Schedule A filings for 38 distinct plan sponsors in 5 states.
- Who are Gregory & Appel, Inc.'s largest employer clients?
- By plan participants, the largest include Indiana University Health Inc. (35,830 participants), Union Hospital Inc (1,569 participants) and Koorsen Fire And Security, Inc. (1,103 participants).
- How much does Gregory & Appel, Inc. earn in commissions?
- Insurers reported $2.4 million in broker commissions and $1.3 million in fees paid to Gregory & Appel, Inc. for plan year 2025, per Schedule A Part 1.
- Where is Gregory & Appel, Inc. located?
- Gregory & Appel, Inc. is based in Indianapolis, IN and has employer clients in 5 states.
- How does Gregory & Appel, Inc. rank among benefits brokers in Indiana?
- Gregory & Appel, Inc. ranks #13 by employer clients among the 50 most active benefits brokers based in Indiana.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Gregory & Appel, 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 |
|---|---|---|---|
| Indiana University Health Inc. | IN | 35,830 | 2025-12-31 |
| Union Hospital Inc | IN | 1,569 | 2024-12-31 |
| Koorsen Fire And Security, Inc. | IN | 1,103 | 2024-12-31 |
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Other benefits brokers in Indiana
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- Mj Insurance: 237 employer clients, $22,845,399 reported commissions (Carmel)
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- 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)
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.