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Benefits Intelligence/Broker Directory/Ohio

Philip N Mckelvey

Loveland, OH

Philip N Mckelvey of Loveland, OH is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans across 2 states, with $2,476 in reported broker commissions (plan year 2025).

Employer clients
2
distinct plan sponsors
Schedule A filings
3
States served
2
Reported commissions
$2,476
plan year 2025

Employer clients

Plan sponsors naming Philip N Mckelvey 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
Dorothy Lane MarketOH5122025-12-31
Dorothy Lane MarketOH5052024-12-31
Foertsch Group LLCIN1012022-01-31

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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.