Wealth Management Group
New Albany, IN
Wealth Management Group of New Albany, IN is the broker of record on 4 Form 5500 Schedule A filings covering 4 employer benefit plans, with $20,081 in reported broker commissions (plan year 2024).
Employer clients
Plan sponsors naming Wealth Management 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 |
|---|---|---|---|
| Gli Finance, Insurance And Real Estate Sub-Association, Ltd | KY | 0 | 2024-12-31 |
| Gli Mining, Construction & Manufacturing Sub-Association, Ltd | KY | 0 | 2024-12-31 |
| Gli Professional Services Sub-Association, Ltd. | KY | 0 | 2024-12-31 |
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 date — from Form 5500 Schedule A, joined to funding rounds, executive hires and layoff notices.
Other benefits brokers in Indiana
Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.