Barret Benefits Group
Cleveland, OH
Barret Benefits Group of Cleveland, OH is the broker of record on 4 Form 5500 Schedule A filings covering 2 employer benefit plans, with $78,332 in reported broker commissions (plan year 2025).
Quick answer
Barret Benefits Group (Cleveland, OH) is the broker of record for 2 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Barret Benefits Group have?
- Barret Benefits Group is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
- Who are Barret Benefits Group's largest employer clients?
- By plan participants, the largest include Refrigeration Sales Company LLC (157 participants) and Refrigeration Sales Company LLC (111 participants).
- How much does Barret Benefits Group earn in commissions?
- Insurers reported $78,332 in broker commissions paid to Barret Benefits Group for plan year 2025, per Schedule A Part 1.
- Where is Barret Benefits Group located?
- Barret Benefits Group is based in Cleveland, OH.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Barret Benefits 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 |
|---|---|---|---|
| Refrigeration Sales Company LLC | OH | 157 | 2025-12-31 |
| Refrigeration Sales Company LLC | OH | 111 | 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.