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Benefits Intelligence/Broker Directory/Ohio

The Pension Design Group

Worthington, OH

The Pension Design Group of Worthington, OH is the broker of record on 12 Form 5500 Schedule A filings covering 11 employer benefit plans across 3 states, with $1,339 in reported broker commissions (plan year 2025).

Employer clients
11
distinct plan sponsors
Schedule A filings
12
States served
3
Reported commissions
$1,339
plan year 2025
Reported fees
$69,540

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.

EmployerStateParticipantsPlan year end
Moeller Trucking, Inc.OH2542024-12-31
Jlh Automotive, Inc. Dba John Hinderer HondaOH2152024-12-31
The Pike County Recovery CouncilOH1472024-12-31
8 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.