Tartan Insurance Agency
Youngstown, OH
Tartan Insurance Agency of Youngstown, OH is the broker of record on 3 Form 5500 Schedule A filings covering 3 employer benefit plans, with $78,615 in reported broker commissions (plan year 2024).
Quick answer
Tartan Insurance Agency (Youngstown, OH) is the broker of record for 3 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2024.
- How many employer clients does Tartan Insurance Agency have?
- Tartan Insurance Agency is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
- Who are Tartan Insurance Agency's largest employer clients?
- By plan participants, the largest include Edm Management, Inc. (223 participants) and Zidian Management Corp. Dba The Zidian Group (200 participants).
- How much does Tartan Insurance Agency earn in commissions?
- Insurers reported $78,615 in broker commissions and $15,263 in fees paid to Tartan Insurance Agency for plan year 2024, per Schedule A Part 1.
- Where is Tartan Insurance Agency located?
- Tartan Insurance Agency is based in Youngstown, OH.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Tartan Insurance Agency 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 |
|---|---|---|---|
| Edm Management, Inc. | OH | 223 | 2024-12-31 |
| Zidian Management Corp. Dba The Zidian Group | OH | 200 | 2025-03-31 |
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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.