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Benefits Intelligence/Broker Directory/Indiana

Steele Ins & Financial Services Inc

Indianapolis, IN

Steele Ins & Financial Services Inc of Indianapolis, IN is the broker of record on 4 Form 5500 Schedule A filings covering 3 employer benefit plans, with $80,018 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
4
States served
1
Reported commissions
$80,018
plan year 2025
Reported fees
$78,945

Quick answer

Steele Ins & Financial Services Inc (Indianapolis, IN) is the broker of record for 3 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Steele Ins & Financial Services Inc have?
Steele Ins & Financial Services Inc is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
Who are Steele Ins & Financial Services Inc's largest employer clients?
By plan participants, the largest include Draper, Inc. (655 participants) and Abc Employment Holdings, LLC (279 participants).
How much does Steele Ins & Financial Services Inc earn in commissions?
Insurers reported $80,018 in broker commissions and $78,945 in fees paid to Steele Ins & Financial Services Inc for plan year 2025, per Schedule A Part 1.
Where is Steele Ins & Financial Services Inc located?
Steele Ins & Financial Services Inc is based in Indianapolis, IN.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Steele Ins & 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.

EmployerStateParticipantsPlan year end
Draper, Inc.IN6552025-12-31
Abc Employment Holdings, LLCIN2792025-12-31
1 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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Other benefits brokers in Indiana

  • Img: 1,569 employer clients, $78,061 reported commissions (Indianapolis)
  • Mj Insurance: 237 employer clients, $22,845,399 reported commissions (Carmel)
  • Gibson Insurance Agency, Inc.: 139 employer clients, $15,947,948 reported commissions (South Bend)
  • Lincoln Financial Advisors: 125 employer clients, $1,710,728 reported commissions (Fort Wayne)
  • First Person, Inc: 79 employer clients, $4,946,441 reported commissions (Indianapolis)
  • Apex Benefits Group, Inc.: 70 employer clients, $7,009,122 reported commissions (Indianapolis)
  • Locascio Hadden & Dennis, LLC: 65 employer clients, $5,217,087 reported commissions (Indianapolis)
  • Shepherd Insurance LLC: 59 employer clients, $3,363,971 reported commissions (Carmel)

All brokers in Indiana →

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.