How many employer clients does Rw Garrett Agency, Inc. have?

Rw Garrett Agency, Inc. is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors.

Who are Rw Garrett Agency, Inc.'s largest employer clients?

By plan participants, the largest include Headco Industries, Inc. (163 participants) and Quality Metal Products, Inc. (97 participants).

How much does Rw Garrett Agency, Inc. earn in commissions?

Insurers reported $440,144 in broker commissions and $28,899 in fees paid to Rw Garrett Agency, Inc. for plan year 2025, per Schedule A Part 1.

Where is Rw Garrett Agency, Inc. located?

Rw Garrett Agency, Inc. is based in Lincoln, IL.

Benefits Intelligence/Broker Directory/Illinois

Rw Garrett Agency, Inc.

Lincoln, IL

Rw Garrett Agency, Inc. of Lincoln, IL is the broker of record on 15 Form 5500 Schedule A filings covering 4 employer benefit plans, with $440,144 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$440,144

plan year 2025

Reported fees

$28,899

Quick answer

Rw Garrett Agency, Inc. (Lincoln, IL) is the broker of record for 4 employer benefit plan sponsors on 15 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Rw Garrett Agency, Inc. have?: Rw Garrett Agency, Inc. is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors.
Who are Rw Garrett Agency, Inc.'s largest employer clients?: By plan participants, the largest include Headco Industries, Inc. (163 participants) and Quality Metal Products, Inc. (97 participants).
How much does Rw Garrett Agency, Inc. earn in commissions?: Insurers reported $440,144 in broker commissions and $28,899 in fees paid to Rw Garrett Agency, Inc. for plan year 2025, per Schedule A Part 1.
Where is Rw Garrett Agency, Inc. located?: Rw Garrett Agency, Inc. is based in Lincoln, IL.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Rw Garrett 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
Headco Industries, Inc.	IL	163	2022-01-31
Quality Metal Products, Inc.	IL	97	2025-12-31

2 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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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.