Retirement Plan Concepts & Services
Fort Wayne, IN
Retirement Plan Concepts & Services of Fort Wayne, IN is the broker of record on 30 Form 5500 Schedule A filings covering 18 employer benefit plans across 5 states, with $7,490 in reported broker commissions (plan year 2025).
Quick answer
Retirement Plan Concepts & Services (Fort Wayne, IN) is the broker of record for 18 employer benefit plan sponsors on 30 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Retirement Plan Concepts & Services have?
- Retirement Plan Concepts & Services is named as broker on Form 5500 Schedule A filings for 18 distinct plan sponsors in 5 states.
- Who are Retirement Plan Concepts & Services's largest employer clients?
- By plan participants, the largest include Hopewell Health Centers, Inc. (653 participants), Diversity-Vuteq, LLC (551 participants) and Retirement Living, Inc. Dba Marquette Manor (324 participants).
- How much does Retirement Plan Concepts & Services earn in commissions?
- Insurers reported $7,490 in broker commissions and $220,891 in fees paid to Retirement Plan Concepts & Services for plan year 2025, per Schedule A Part 1.
- Where is Retirement Plan Concepts & Services located?
- Retirement Plan Concepts & Services is based in Fort Wayne, IN and has employer clients in 5 states.
- How does Retirement Plan Concepts & Services rank among benefits brokers in Indiana?
- Retirement Plan Concepts & Services ranks #28 by employer clients among the 50 most active benefits brokers based in Indiana.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Retirement Plan Concepts & Services 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 |
|---|---|---|---|
| Hopewell Health Centers, Inc. | OH | 653 | 2025-12-31 |
| Diversity-Vuteq, LLC | MS | 551 | 2024-12-31 |
| Retirement Living, Inc. Dba Marquette Manor | IN | 324 | 2025-12-31 |
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Other benefits brokers in Indiana
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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.