How many employer clients does Benefit Management have?

Benefit Management is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 2 states.

Who are Benefit Management's largest employer clients?

By plan participants, the largest include Quality Brands Distribution, LLC (362 participants), Lutz & Company, P.C. (349 participants) and Commonwealth Holdings, Inc. (292 participants).

How much does Benefit Management earn in commissions?

Insurers reported $152,975 in broker commissions and $69,552 in fees paid to Benefit Management for plan year 2025, per Schedule A Part 1.

Where is Benefit Management located?

Benefit Management is based in Lincoln, NE and has employer clients in 2 states.

Benefits Intelligence/Broker Directory/Nebraska

Benefit Management

Lincoln, NE

Benefit Management of Lincoln, NE is the broker of record on 8 Form 5500 Schedule A filings covering 4 employer benefit plans across 2 states, with $152,975 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$152,975

plan year 2025

Reported fees

$69,552

Quick answer

Benefit Management (Lincoln, NE) is the broker of record for 4 employer benefit plan sponsors on 8 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Benefit Management have?: Benefit Management is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 2 states.
Who are Benefit Management's largest employer clients?: By plan participants, the largest include Quality Brands Distribution, LLC (362 participants), Lutz & Company, P.C. (349 participants) and Commonwealth Holdings, Inc. (292 participants).
How much does Benefit Management earn in commissions?: Insurers reported $152,975 in broker commissions and $69,552 in fees paid to Benefit Management for plan year 2025, per Schedule A Part 1.
Where is Benefit Management located?: Benefit Management is based in Lincoln, NE and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Benefit Management 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
Quality Brands Distribution, LLC	NE	362	2025-12-31
Lutz & Company, P.C.	NE	349	2025-12-31
Commonwealth Holdings, Inc.	NE	292	2025-12-31

1 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.