How many employer clients does Lea Swanson have?

Lea Swanson is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors in 4 states.

Who are Lea Swanson's largest employer clients?

By plan participants, the largest include Element Materials Technology Holding Usa Inc. (3,386 participants), Revspring, Inc. (868 participants) and East Harlem Scholars Academy (240 participants).

How much does Lea Swanson earn in commissions?

Insurers reported $895 in broker commissions paid to Lea Swanson for plan year 2025, per Schedule A Part 1.

Where is Lea Swanson located?

Lea Swanson is based in Mentor, OH and has employer clients in 4 states.

Benefits Intelligence/Broker Directory/Ohio

Lea Swanson

Mentor, OH

Lea Swanson of Mentor, OH is the broker of record on 7 Form 5500 Schedule A filings covering 5 employer benefit plans across 4 states, with $895 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$895

plan year 2025

Quick answer

Lea Swanson (Mentor, OH) is the broker of record for 5 employer benefit plan sponsors on 7 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Lea Swanson have?: Lea Swanson is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors in 4 states.
Who are Lea Swanson's largest employer clients?: By plan participants, the largest include Element Materials Technology Holding Usa Inc. (3,386 participants), Revspring, Inc. (868 participants) and East Harlem Scholars Academy (240 participants).
How much does Lea Swanson earn in commissions?: Insurers reported $895 in broker commissions paid to Lea Swanson for plan year 2025, per Schedule A Part 1.
Where is Lea Swanson located?: Lea Swanson is based in Mentor, OH and has employer clients in 4 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Lea Swanson 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
Element Materials Technology Holding Usa Inc.	OH	3,386	2025-12-31
Revspring, Inc.	TN	868	2025-12-31
East Harlem Scholars Academy	NY	240	2025-09-30

2 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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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.