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Benefits Intelligence/Broker Directory/Ohio

Lifetime Financial Growth No Ohio

Beachwood, OH

Lifetime Financial Growth No Ohio of Beachwood, OH is the broker of record on 10 Form 5500 Schedule A filings covering 7 employer benefit plans across 4 states, with $375 in reported broker commissions (plan year 2012).

Employer clients
7
distinct plan sponsors
Schedule A filings
10
States served
4
Reported commissions
$375
plan year 2012

Employer clients

Plan sponsors naming Lifetime Financial Growth No Ohio 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
Wastequip Inc.NC7932009-12-31
Board Of Trustees Of Excavating An Building Matl Dr Un Lo 436 Welf FdOH3522010-12-31
Summit Academy ManagementOH3402007-06-30
4 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.