Phelan Insurance Agency Inc
Versailles, OH
Phelan Insurance Agency Inc of Versailles, OH is the broker of record on 27 Form 5500 Schedule A filings covering 16 employer benefit plans across 2 states, with $422,998 in reported broker commissions (plan year 2025).
Quick answer
Phelan Insurance Agency Inc (Versailles, OH) is the broker of record for 16 employer benefit plan sponsors on 27 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Phelan Insurance Agency Inc have?
- Phelan Insurance Agency Inc is named as broker on Form 5500 Schedule A filings for 16 distinct plan sponsors in 2 states.
- Who are Phelan Insurance Agency Inc's largest employer clients?
- By plan participants, the largest include Weaver Bros Inc (296 participants), Wayne Hospital Company (285 participants) and Ljb Inc. (255 participants).
- How much does Phelan Insurance Agency Inc earn in commissions?
- Insurers reported $422,998 in broker commissions and $132,894 in fees paid to Phelan Insurance Agency Inc for plan year 2025, per Schedule A Part 1.
- Where is Phelan Insurance Agency Inc located?
- Phelan Insurance Agency Inc is based in Versailles, OH and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Phelan Insurance Agency Inc on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Weaver Bros Inc | OH | 296 | 2022-07-31 |
| Wayne Hospital Company | OH | 285 | 2024-12-31 |
| Ljb Inc. | OH | 255 | 2025-12-31 |
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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.