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Benefits Intelligence/Broker Directory/Indiana

Gregory & Appel, Inc.

Indianapolis, IN

Gregory & Appel, Inc. of Indianapolis, IN is the broker of record on 53 Form 5500 Schedule A filings covering 37 employer benefit plans across 5 states, with $2,097,364 in reported broker commissions (plan year 2025).

Employer clients
37
distinct plan sponsors
Schedule A filings
53
States served
5
Reported commissions
$2,097,364
plan year 2025
Reported fees
$1,238,204

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.

EmployerStateParticipantsPlan year end
Indiana University Health Inc.IN30,5762024-12-31
Union Hospital IncIN1,5692024-12-31
Union Hospital IncIN1,4682024-12-31
34 more employer clients are on this firm's record, with each plan's renewal date. See the full client list

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Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.