The Pension Design Group
Worthington, OH
The Pension Design Group of Worthington, OH is the broker of record on 22 Form 5500 Schedule A filings covering 11 employer benefit plans across 3 states, with $1,339 in reported broker commissions (plan year 2025).
Quick answer
The Pension Design Group (Worthington, OH) is the broker of record for 11 employer benefit plan sponsors on 22 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does The Pension Design Group have?
- The Pension Design Group is named as broker on Form 5500 Schedule A filings for 11 distinct plan sponsors in 3 states.
- Who are The Pension Design Group's largest employer clients?
- By plan participants, the largest include Moeller Trucking, Inc. (290 participants), Jlh Automotive, Inc. Dba John Hinderer Honda (215 participants) and T & R Properties Inc. (182 participants).
- How much does The Pension Design Group earn in commissions?
- Insurers reported $1,339 in broker commissions and $119,411 in fees paid to The Pension Design Group for plan year 2025, per Schedule A Part 1.
- Where is The Pension Design Group located?
- The Pension Design Group is based in Worthington, OH and has employer clients in 3 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming The Pension Design Group 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 |
|---|---|---|---|
| Moeller Trucking, Inc. | OH | 290 | 2025-12-31 |
| Jlh Automotive, Inc. Dba John Hinderer Honda | OH | 215 | 2024-12-31 |
| T & R Properties Inc. | OH | 182 | 2025-12-31 |
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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.