The Benefit Source Inc
Beachwood, OH
The Benefit Source Inc of Beachwood, OH is the broker of record on 15 Form 5500 Schedule A filings covering 9 employer benefit plans across 2 states, with $126,798 in reported broker commissions (plan year 2025).
Quick answer
The Benefit Source Inc (Beachwood, OH) is the broker of record for 9 employer benefit plan sponsors on 15 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does The Benefit Source Inc have?
- The Benefit Source Inc is named as broker on Form 5500 Schedule A filings for 9 distinct plan sponsors in 2 states.
- Who are The Benefit Source Inc's largest employer clients?
- By plan participants, the largest include Alfa Mutual Insurance Company (1,729 participants), Mazzella Holding Company, Inc. (1,082 participants) and Sabel Steel Service, Inc. (409 participants).
- How much does The Benefit Source Inc earn in commissions?
- Insurers reported $126,798 in broker commissions and $49,534 in fees paid to The Benefit Source Inc for plan year 2025, per Schedule A Part 1.
- Where is The Benefit Source Inc located?
- The Benefit Source Inc is based in Beachwood, OH and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming The Benefit Source 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 |
|---|---|---|---|
| Alfa Mutual Insurance Company | AL | 1,729 | 2025-12-31 |
| Mazzella Holding Company, Inc. | OH | 1,082 | 2024-12-31 |
| Sabel Steel Service, Inc. | AL | 409 | 2025-12-31 |
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 Ohio
- Hylant Group, Inc.: 489 employer clients, $34,763,380 reported commissions (Toledo)
- Cbiz Benefits & Insurance Services: 419 employer clients, $25,583,207 reported commissions (Cincinnati)
- National Benefit Center: 416 employer clients, $6,485 reported commissions (Beachwood)
- The James B Oswald Company: 224 employer clients, $11,726,154 reported commissions (Cleveland)
- James B. Oswald Company: 214 employer clients, $12,523,773 reported commissions (Cleveland)
- Mcgohan Brabender, Inc.: 218 employer clients, $13,156,997 reported commissions (Dayton)
- Hub Heartland LLC: 204 employer clients, $7,624,498 reported commissions (Cincinnati)
- Cbiz Benefits And Ins Services Inc.: 160 employer clients, $9,486,606 reported commissions (Cincinnati)
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.