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Benefits Intelligence/Broker Directory/Ohio

The Worksite Group LLC

Columbus, OH

The Worksite Group LLC of Columbus, OH is the broker of record on 99 Form 5500 Schedule A filings covering 63 employer benefit plans across 12 states, with $615,122 in reported broker commissions (plan year 2025).

Employer clients
63
distinct plan sponsors
Schedule A filings
99
States served
12
Reported commissions
$615,122
plan year 2025
Reported fees
$200,989

Employer clients

Plan sponsors naming The Worksite Group LLC 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
Sazerac CompanyKY4,7042025-12-31
Beloit Health System, Inc.WI1,1252024-12-31
Modineer Investments, LLCMI1,0332025-12-31
60 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.