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Benefits Intelligence/Broker Directory/Ohio

Plancorp Inc

Valley View, OH

Plancorp Inc of Valley View, OH is the broker of record on 53 Form 5500 Schedule A filings covering 12 employer benefit plans across 4 states, with $790,535 in reported broker commissions (plan year 2022).

Employer clients
12
distinct plan sponsors
Schedule A filings
53
States served
4
Reported commissions
$790,535
plan year 2022
Reported fees
$117,484

Employer clients

Plan sponsors naming Plancorp 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
Park Ohio Industries IncOH2,9972013-09-30
Bracor, IncNY4642012-02-29
L. D. Kichler CompanyOH3492014-12-31
9 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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Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

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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.