Second Act Benefits
Loveland, OH
Second Act Benefits of Loveland, OH is the broker of record on 16 Form 5500 Schedule A filings covering 12 employer benefit plans, with $385,922 in reported broker commissions (plan year 2025).
Quick answer
Second Act Benefits (Loveland, OH) is the broker of record for 12 employer benefit plan sponsors on 16 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Second Act Benefits have?
- Second Act Benefits is named as broker on Form 5500 Schedule A filings for 12 distinct plan sponsors.
- Who are Second Act Benefits's largest employer clients?
- By plan participants, the largest include Sjn Data Center LLC (351 participants), Easter Seals Tristate, LLC (331 participants) and Mike Albert Leasing Inc (261 participants).
- How much does Second Act Benefits earn in commissions?
- Insurers reported $385,922 in broker commissions and $40,430 in fees paid to Second Act Benefits for plan year 2025, per Schedule A Part 1.
- Where is Second Act Benefits located?
- Second Act Benefits is based in Loveland, OH.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Second Act Benefits 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 |
|---|---|---|---|
| Sjn Data Center LLC | OH | 351 | 2025-12-31 |
| Easter Seals Tristate, LLC | OH | 331 | 2025-12-31 |
| Mike Albert Leasing Inc | OH | 261 | 2025-12-31 |
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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.