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Benefits Intelligence/Broker Directory/Indiana

Megan Goodman

New Albany, IN

Megan Goodman of New Albany, IN is the broker of record on 39 Form 5500 Schedule A filings covering 25 employer benefit plans across 2 states, with $6,593 in reported broker commissions (plan year 2025).

Employer clients
25
distinct plan sponsors
Schedule A filings
39
States served
2
Reported commissions
$6,593
plan year 2025

Quick answer

Megan Goodman (New Albany, IN) is the broker of record for 25 employer benefit plan sponsors on 39 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Megan Goodman have?
Megan Goodman is named as broker on Form 5500 Schedule A filings for 25 distinct plan sponsors in 2 states.
Who are Megan Goodman's largest employer clients?
By plan participants, the largest include Franklin Management, Inc. (776 participants), Audubon Area Community Services, Inc. (596 participants) and Hoskin & Muir, Inc. Dba Hmi (444 participants).
How much does Megan Goodman earn in commissions?
Insurers reported $6,593 in broker commissions paid to Megan Goodman for plan year 2025, per Schedule A Part 1.
Where is Megan Goodman located?
Megan Goodman is based in New Albany, IN and has employer clients in 2 states.
How does Megan Goodman rank among benefits brokers in Indiana?
Megan Goodman ranks #21 by employer clients among the 50 most active benefits brokers based in Indiana.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Megan Goodman 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
Franklin Management, Inc.KY7762025-12-31
Audubon Area Community Services, Inc.KY5962025-12-31
Hoskin & Muir, Inc. Dba HmiKY4442024-12-31
22 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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Other benefits brokers in Indiana

  • Img: 1,569 employer clients, $78,061 reported commissions (Indianapolis)
  • Mj Insurance: 237 employer clients, $22,845,399 reported commissions (Carmel)
  • Gibson Insurance Agency, Inc.: 139 employer clients, $15,947,948 reported commissions (South Bend)
  • Lincoln Financial Advisors: 125 employer clients, $1,710,728 reported commissions (Fort Wayne)
  • First Person, Inc: 79 employer clients, $4,946,441 reported commissions (Indianapolis)
  • Apex Benefits Group, Inc.: 70 employer clients, $7,009,122 reported commissions (Indianapolis)
  • Locascio Hadden & Dennis, LLC: 65 employer clients, $5,217,087 reported commissions (Indianapolis)
  • Shepherd Insurance LLC: 59 employer clients, $3,363,971 reported commissions (Carmel)

All brokers in Indiana →

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.