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Benefits Intelligence/Broker Directory/Ohio

Steven Baltas

Cleveland, OH

Steven Baltas of Cleveland, OH is the broker of record on 5 Form 5500 Schedule A filings covering 4 employer benefit plans across 4 states, with $145,776 in reported broker commissions (plan year 2025).

Employer clients
4
distinct plan sponsors
Schedule A filings
5
States served
4
Reported commissions
$145,776
plan year 2025
Reported fees
$29,475

Quick answer

Steven Baltas (Cleveland, OH) is the broker of record for 4 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Steven Baltas have?
Steven Baltas is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 4 states.
Who are Steven Baltas's largest employer clients?
By plan participants, the largest include Bish'S Rv Inc. (586 participants), A Second Chance, Inc. (170 participants) and Turf Care Supply Corp (149 participants).
How much does Steven Baltas earn in commissions?
Insurers reported $145,776 in broker commissions and $29,475 in fees paid to Steven Baltas for plan year 2025, per Schedule A Part 1.
Where is Steven Baltas located?
Steven Baltas is based in Cleveland, OH and has employer clients in 4 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Steven Baltas 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
Bish'S Rv Inc.ID5862024-12-31
A Second Chance, Inc.PA1702025-07-31
Turf Care Supply CorpOH1492024-12-31
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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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.