A Plus Planning & Insurance LLC
Lindon, UT
A Plus Planning & Insurance LLC of Lindon, UT is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $603,696 in reported broker commissions (plan year 2025).
Quick answer
A Plus Planning & Insurance LLC (Lindon, UT) is the broker of record for 1 employer benefit plan sponsor on 2 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does A Plus Planning & Insurance LLC have?
- A Plus Planning & Insurance LLC is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
- Who are A Plus Planning & Insurance LLC's largest employer clients?
- By plan participants, the largest include Helpside Inc. (7,818 participants).
- How much does A Plus Planning & Insurance LLC earn in commissions?
- Insurers reported $603,696 in broker commissions and $45,240 in fees paid to A Plus Planning & Insurance LLC for plan year 2025, per Schedule A Part 1.
- Where is A Plus Planning & Insurance LLC located?
- A Plus Planning & Insurance LLC is based in Lindon, UT.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming A Plus Planning & Insurance LLC 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 |
|---|---|---|---|
| Helpside Inc. | UT | 7,818 | 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.