Fundz
Fundz
Benefits Intelligence/Broker Directory/Kentucky

Susan Elms

Bowling Green, KY

Susan Elms of Bowling Green, KY is the broker of record on 102 Form 5500 Schedule A filings covering 35 employer benefit plans across 7 states, with $66,459 in reported broker commissions (plan year 2013).

Employer clients
35
distinct plan sponsors
Schedule A filings
102
States served
7
Reported commissions
$66,459
plan year 2013
Reported fees
$9,081

Employer clients

Plan sponsors naming Susan Elms 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
Houchens Industries, Inc.KY2,5402012-12-31
Seniorcare, Inc. Dba Elmcroft Senior LivingKY2,1622012-12-31
Food Giant Supermarkets, IncMO1,9512012-12-31
32 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.

Get Strategic →Start now

Other benefits brokers in Kentucky

All brokers in Kentucky

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.