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Benefits Intelligence/Broker Directory/Indiana

Nxtgen, LLC

Fort Wayne, IN

Nxtgen, LLC of Fort Wayne, IN is the broker of record on 32 Form 5500 Schedule A filings covering 18 employer benefit plans across 2 states, with $842,837 in reported broker commissions (plan year 2025).

Employer clients
18
distinct plan sponsors
Schedule A filings
32
States served
2
Reported commissions
$842,837
plan year 2025
Reported fees
$77,666

Quick answer

Nxtgen, LLC (Fort Wayne, IN) is the broker of record for 18 employer benefit plan sponsors on 32 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Nxtgen, LLC have?
Nxtgen, LLC is named as broker on Form 5500 Schedule A filings for 18 distinct plan sponsors in 2 states.
Who are Nxtgen, LLC's largest employer clients?
By plan participants, the largest include Interstate Warehousing, Inc. (1,353 participants), Novae Parent Lp (1,325 participants) and Shambaugh & Son, L.P. (1,003 participants).
How much does Nxtgen, LLC earn in commissions?
Insurers reported $842,837 in broker commissions and $77,666 in fees paid to Nxtgen, LLC for plan year 2025, per Schedule A Part 1.
Where is Nxtgen, LLC located?
Nxtgen, LLC is based in Fort Wayne, IN and has employer clients in 2 states.
How does Nxtgen, LLC rank among benefits brokers in Indiana?
Nxtgen, LLC ranks #27 by employer clients among the 50 most active benefits brokers based in Indiana.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Nxtgen, 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
Interstate Warehousing, Inc.IN1,3532025-07-31
Novae Parent LpIN1,3252025-12-31
Shambaugh & Son, L.P.IN1,0032025-12-31
15 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)

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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.