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Benefits Intelligence/Broker Directory/Illinois

Pension Performance, Inc.

Joliet, IL

Pension Performance, Inc. of Joliet, IL is the broker of record on 7 Form 5500 Schedule A filings covering 3 employer benefit plans, with $0 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
7
States served
1
Reported commissions
$0
plan year 2025
Reported fees
$146,617

Quick answer

Pension Performance, Inc. (Joliet, IL) is the broker of record for 3 employer benefit plan sponsors on 7 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Pension Performance, Inc. have?
Pension Performance, Inc. is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
Who are Pension Performance, Inc.'s largest employer clients?
By plan participants, the largest include Manhard Consulting, Ltd. (374 participants), D'Arcy Buick Gmc Inc (253 participants) and Winston Brands, Inc. (123 participants).
Where is Pension Performance, Inc. located?
Pension Performance, Inc. is based in Joliet, IL.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Pension Performance, Inc. 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
Manhard Consulting, Ltd.IL3742025-12-31
D'Arcy Buick Gmc IncIL2532024-12-31
Winston Brands, Inc.IL1232025-12-31

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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.