Fundz
Fundz
Benefits Intelligence/Broker Directory/Colorado

Novo Benefits, LLC

Englewood, CO

Novo Benefits, LLC of Englewood, CO is the broker of record on 39 Form 5500 Schedule A filings covering 11 employer benefit plans across 5 states, with $155,288 in reported broker commissions (plan year 2025).

Employer clients
11
distinct plan sponsors
Schedule A filings
39
States served
5
Reported commissions
$155,288
plan year 2025

Quick answer

Novo Benefits, LLC (Englewood, CO) is the broker of record for 11 employer benefit plan sponsors on 39 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Novo Benefits, LLC have?
Novo Benefits, LLC is named as broker on Form 5500 Schedule A filings for 11 distinct plan sponsors in 5 states.
Who are Novo Benefits, LLC's largest employer clients?
By plan participants, the largest include Union Bank And Trust Company (751 participants), The Lower Valley Hospital Association (596 participants) and Cyclone Drilling Inc (307 participants).
How much does Novo Benefits, LLC earn in commissions?
Insurers reported $155,288 in broker commissions paid to Novo Benefits, LLC for plan year 2025, per Schedule A Part 1.
Where is Novo Benefits, LLC located?
Novo Benefits, LLC is based in Englewood, CO and has employer clients in 5 states.
How does Novo Benefits, LLC rank among benefits brokers in Colorado?
Novo Benefits, LLC ranks #26 by employer clients among the 50 most active benefits brokers based in Colorado.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Novo Benefits, LLC 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
Union Bank And Trust CompanyNE7512025-12-31
The Lower Valley Hospital AssociationCO5962025-12-31
Cyclone Drilling IncWY3072025-09-30
8 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.