Rh Clarkson Financial Services Inc
Louisville, KY
Rh Clarkson Financial Services Inc of Louisville, KY is the broker of record on 13 Form 5500 Schedule A filings covering 9 employer benefit plans across 2 states, with $521,559 in reported broker commissions (plan year 2025).
Quick answer
Rh Clarkson Financial Services Inc (Louisville, KY) is the broker of record for 9 employer benefit plan sponsors on 13 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Rh Clarkson Financial Services Inc have?
- Rh Clarkson Financial Services Inc is named as broker on Form 5500 Schedule A filings for 9 distinct plan sponsors in 2 states.
- Who are Rh Clarkson Financial Services Inc's largest employer clients?
- By plan participants, the largest include Freedom Senior Share, LLC (1,467 participants), Citizens Financial Corporation (559 participants) and Sullivan University System, Inc. (326 participants).
- How much does Rh Clarkson Financial Services Inc earn in commissions?
- Insurers reported $521,559 in broker commissions and $22,279 in fees paid to Rh Clarkson Financial Services Inc for plan year 2025, per Schedule A Part 1.
- Where is Rh Clarkson Financial Services Inc located?
- Rh Clarkson Financial Services Inc is based in Louisville, KY and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Rh Clarkson Financial Services 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 |
|---|---|---|---|
| Freedom Senior Share, LLC | KY | 1,467 | 2025-03-31 |
| Citizens Financial Corporation | KY | 559 | 2024-12-31 |
| Sullivan University System, Inc. | KY | 326 | 2026-02-28 |
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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.