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Benefits Intelligence/Broker Directory/Ohio

None

West Chester, OH

None of West Chester, OH is the broker of record on 37 Form 5500 Schedule A filings covering 33 employer benefit plans across 15 states, with $96,456 in reported broker commissions (plan year 2025).

Employer clients
33
distinct plan sponsors
Schedule A filings
37
States served
15
Reported commissions
$96,456
plan year 2025
Reported fees
$346,887

Employer clients

Plan sponsors naming None 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
Fisher Asset Management, LLC Dba Fisher InvestmentsTX4,9022024-12-31
Intermountain Home Services, LLCUT3682025-12-31
Briar Hill Management, LLCMS3262025-08-31
30 more employer clients are on this firm's record, with each plan's renewal date. See the full client list

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Other benefits brokers in Ohio

All brokers in Ohio

Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.