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Benefits Intelligence/Broker Directory/Ohio

Lifetime Financial Growth Co Of Ohi

Cincinnati, OH

Lifetime Financial Growth Co Of Ohi of Cincinnati, OH is the broker of record on 4 Form 5500 Schedule A filings covering 2 employer benefit plans across 2 states, with $20,931 in reported broker commissions (plan year 2025).

Employer clients
2
distinct plan sponsors
Schedule A filings
4
States served
2
Reported commissions
$20,931
plan year 2025

Quick answer

Lifetime Financial Growth Co Of Ohi (Cincinnati, OH) is the broker of record for 2 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Lifetime Financial Growth Co Of Ohi have?
Lifetime Financial Growth Co Of Ohi is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors in 2 states.
Who are Lifetime Financial Growth Co Of Ohi's largest employer clients?
By plan participants, the largest include Episcopal Retirement Homes, Inc. (360 participants) and Kceoc Community Action Partnership (234 participants).
How much does Lifetime Financial Growth Co Of Ohi earn in commissions?
Insurers reported $20,931 in broker commissions paid to Lifetime Financial Growth Co Of Ohi for plan year 2025, per Schedule A Part 1.
Where is Lifetime Financial Growth Co Of Ohi located?
Lifetime Financial Growth Co Of Ohi is based in Cincinnati, OH and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Lifetime Financial Growth Co Of Ohi 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
Episcopal Retirement Homes, Inc.OH3602025-12-31
Kceoc Community Action PartnershipKY2342025-12-31

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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.