How many employer clients does Magis Advisory Group LLC have?

Magis Advisory Group LLC is named as broker on Form 5500 Schedule A filings for 10 distinct plan sponsors in 2 states.

Who are Magis Advisory Group LLC's largest employer clients?

By plan participants, the largest include Provia Holdings, Inc. (2,531 participants), Farmers National Bank (650 participants) and Sprenger Enterprises, Inc. (546 participants).

How much does Magis Advisory Group LLC earn in commissions?

Insurers reported $724,959 in broker commissions and $181,589 in fees paid to Magis Advisory Group LLC for plan year 2025, per Schedule A Part 1.

Where is Magis Advisory Group LLC located?

Magis Advisory Group LLC is based in Avon, OH and has employer clients in 2 states.

Benefits Intelligence/Broker Directory/Ohio

Magis Advisory Group LLC

Avon, OH

Magis Advisory Group LLC of Avon, OH is the broker of record on 16 Form 5500 Schedule A filings covering 10 employer benefit plans across 2 states, with $724,959 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$724,959

plan year 2025

Reported fees

$181,589

Quick answer

Magis Advisory Group LLC (Avon, OH) is the broker of record for 10 employer benefit plan sponsors on 16 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Magis Advisory Group LLC have?: Magis Advisory Group LLC is named as broker on Form 5500 Schedule A filings for 10 distinct plan sponsors in 2 states.
Who are Magis Advisory Group LLC's largest employer clients?: By plan participants, the largest include Provia Holdings, Inc. (2,531 participants), Farmers National Bank (650 participants) and Sprenger Enterprises, Inc. (546 participants).
How much does Magis Advisory Group LLC earn in commissions?: Insurers reported $724,959 in broker commissions and $181,589 in fees paid to Magis Advisory Group LLC for plan year 2025, per Schedule A Part 1.
Where is Magis Advisory Group LLC located?: Magis Advisory Group LLC is based in Avon, OH and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Magis Advisory Group LLC 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
Provia Holdings, Inc.	OH	2,531	2025-12-31
Farmers National Bank	OH	650	2025-12-31
Sprenger Enterprises, Inc.	OH	546	2025-12-31

7 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.