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Benefits Intelligence/Broker Directory

No Broker

No Broker is the broker of record on 20 Form 5500 Schedule A filings covering 15 employer benefit plans across 9 states, with $21,698 in reported broker commissions (plan year 2024).

Employer clients
15
distinct plan sponsors
Schedule A filings
20
States served
9
Reported commissions
$21,698
plan year 2024
Reported fees
$8,179

Employer clients

Plan sponsors naming No Broker 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
Genesis Hr SolutionsMA1,1872014-06-30
Capital HospiceVA1,0562020-12-31
Miles Partnership, LLCFL3702025-05-31
12 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.