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Benefits Intelligence/Broker Directory/Ohio

Strategic Employee Benefits Svcs

Louisville, OH

Strategic Employee Benefits Svcs of Louisville, OH is the broker of record on 25 Form 5500 Schedule A filings covering 12 employer benefit plans across 5 states, with $166,861 in reported broker commissions (plan year 2020).

Employer clients
12
distinct plan sponsors
Schedule A filings
25
States served
5
Reported commissions
$166,861
plan year 2020
Reported fees
$130,989

Employer clients

Plan sponsors naming Strategic Employee Benefits Svcs 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
Veeam Software CorporationOH7412017-05-31
Ohio Valley Goodwill IndustriesOH3332018-12-31
Model Cleaners, Uniforms & Apparel, LLCPA2532015-01-31
9 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Know 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.

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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.