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Benefits Intelligence/Broker Directory/Indiana

Horizon Planning Group

Indianapolis, IN

Horizon Planning Group of Indianapolis, IN is the broker of record on 16 Form 5500 Schedule A filings covering 9 employer benefit plans, with $800 in reported broker commissions (plan year 2025).

Employer clients
9
distinct plan sponsors
Schedule A filings
16
States served
1
Reported commissions
$800
plan year 2025

Quick answer

Horizon Planning Group (Indianapolis, IN) is the broker of record for 9 employer benefit plan sponsors on 16 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Horizon Planning Group have?
Horizon Planning Group is named as broker on Form 5500 Schedule A filings for 9 distinct plan sponsors.
Who are Horizon Planning Group's largest employer clients?
By plan participants, the largest include Nippon Steel Pipe America, Inc. (397 participants), Adventure Homes, LLC (252 participants) and Grant-Blackford Mental Health, Inc. (171 participants).
How much does Horizon Planning Group earn in commissions?
Insurers reported $800 in broker commissions paid to Horizon Planning Group for plan year 2025, per Schedule A Part 1.
Where is Horizon Planning Group located?
Horizon Planning Group is based in Indianapolis, IN.
How does Horizon Planning Group rank among benefits brokers in Indiana?
Horizon Planning Group ranks #49 by employer clients among the 50 most active benefits brokers based in Indiana.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Horizon Planning Group 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
Nippon Steel Pipe America, Inc.IN3972025-12-31
Adventure Homes, LLCIN2522025-12-31
Grant-Blackford Mental Health, Inc.IN1712025-12-31
6 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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Other benefits brokers in Indiana

  • Img: 1,569 employer clients, $78,061 reported commissions (Indianapolis)
  • Mj Insurance: 237 employer clients, $22,845,399 reported commissions (Carmel)
  • Gibson Insurance Agency, Inc.: 139 employer clients, $15,947,948 reported commissions (South Bend)
  • Lincoln Financial Advisors: 125 employer clients, $1,710,728 reported commissions (Fort Wayne)
  • First Person, Inc: 79 employer clients, $4,946,441 reported commissions (Indianapolis)
  • 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)

All 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.