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Benefits Intelligence/Broker Directory/Pennsylvania

Louis Berteotti

Shippenville, PA

Louis Berteotti of Shippenville, PA is the broker of record on 24 Form 5500 Schedule A filings covering 3 employer benefit plans, with $121,133 in reported broker commissions (plan year 2023).

Employer clients
3
distinct plan sponsors
Schedule A filings
24
States served
1
Reported commissions
$121,133
plan year 2023

Employer clients

Plan sponsors naming Louis Berteotti 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
Brookville Equipment CorpPA2202023-12-31
Clarion Boards, Inc.PA2202010-12-31
The Eads GroupPA2022017-12-31

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.