Fundz
Fundz
Benefits Intelligence/Broker Directory/Indiana

Kyle Reed Ellison

Evansville, IN

Kyle Reed Ellison of Evansville, IN is the broker of record on 4 Form 5500 Schedule A filings covering 4 employer benefit plans across 3 states, with $8,655 in reported broker commissions (plan year 2025).

Employer clients
4
distinct plan sponsors
Schedule A filings
4
States served
3
Reported commissions
$8,655
plan year 2025

Quick answer

Kyle Reed Ellison (Evansville, IN) is the broker of record for 4 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Kyle Reed Ellison have?
Kyle Reed Ellison is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 3 states.
Who are Kyle Reed Ellison's largest employer clients?
By plan participants, the largest include Jasper Holdings, Inc. (4,167 participants), Mortenson Family Dental Holdings, Inc. Dba Mortenson Dental Partners (1,807 participants) and Martin & Bayley, Inc. (940 participants).
How much does Kyle Reed Ellison earn in commissions?
Insurers reported $8,655 in broker commissions paid to Kyle Reed Ellison for plan year 2025, per Schedule A Part 1.
Where is Kyle Reed Ellison located?
Kyle Reed Ellison is based in Evansville, IN and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Kyle Reed Ellison 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
Jasper Holdings, Inc.IN4,1672025-12-31
Mortenson Family Dental Holdings, Inc. Dba Mortenson Dental PartnersKY1,8072025-12-31
Martin & Bayley, Inc.IL9402024-12-31
1 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Sell through benefits brokers? Let us show you around.

Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.

Book a 20-minute walkthrough

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.

Get Strategic →Start nowBook a 15-min walkthrough

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.