Steele Ins. & Financial Svcs., Inc.
Indianapolis, IN
Steele Ins. & Financial Svcs., Inc. of Indianapolis, IN is the broker of record on 12 Form 5500 Schedule A filings covering 9 employer benefit plans across 4 states, with $278,999 in reported broker commissions (plan year 2025).
Quick answer
Steele Ins. & Financial Svcs., Inc. (Indianapolis, IN) is the broker of record for 9 employer benefit plan sponsors on 12 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Steele Ins. & Financial Svcs., Inc. have?
- Steele Ins. & Financial Svcs., Inc. is named as broker on Form 5500 Schedule A filings for 9 distinct plan sponsors in 4 states.
- Who are Steele Ins. & Financial Svcs., Inc.'s largest employer clients?
- By plan participants, the largest include Hopebridge, LLC (4,385 participants), Marathon Health, LLC (1,967 participants) and Futaba North America Engineering (1,444 participants).
- How much does Steele Ins. & Financial Svcs., Inc. earn in commissions?
- Insurers reported $278,999 in broker commissions and $128,109 in fees paid to Steele Ins. & Financial Svcs., Inc. for plan year 2025, per Schedule A Part 1.
- Where is Steele Ins. & Financial Svcs., Inc. located?
- Steele Ins. & Financial Svcs., Inc. is based in Indianapolis, IN and has employer clients in 4 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Steele Ins. & Financial Svcs., 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 |
|---|---|---|---|
| Hopebridge, LLC | IN | 4,385 | 2025-12-31 |
| Marathon Health, LLC | IN | 1,967 | 2025-12-31 |
| Futaba North America Engineering | IL | 1,444 | 2024-12-31 |
Sell through benefits brokers? Let us show you around.
Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.
Book a 20-minute walkthroughKnow who holds the account, and when it renews.
Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.
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)
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.