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Benefits Intelligence/Broker Directory/Illinois

Grey Investment Planning Corp.

Northfield, IL

Grey Investment Planning Corp. of Northfield, IL is the broker of record on 22 Form 5500 Schedule A filings covering 5 employer benefit plans across 5 states, with $24,166 in reported broker commissions (plan year 2023).

Employer clients
5
distinct plan sponsors
Schedule A filings
22
States served
5
Reported commissions
$24,166
plan year 2023
Reported fees
$108,102

Employer clients

Plan sponsors naming Grey Investment Planning Corp. 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
Micron Industries CorporationIA1102019-12-31
Addison Machine Engineering, Inc.WI592007-12-31
A & L LaboratoriesMN262009-12-31
2 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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.

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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.