Corporate Plans LLC
Highland Hills, OH
Corporate Plans LLC of Highland Hills, OH is the broker of record on 105 Form 5500 Schedule A filings covering 51 employer benefit plans across 5 states, with $4,883,071 in reported broker commissions (plan year 2025).
Quick answer
Corporate Plans LLC (Highland Hills, OH) is the broker of record for 51 employer benefit plan sponsors on 105 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Corporate Plans LLC have?
- Corporate Plans LLC is named as broker on Form 5500 Schedule A filings for 51 distinct plan sponsors in 5 states.
- Who are Corporate Plans LLC's largest employer clients?
- By plan participants, the largest include Cleveland Automobile Dealers Association (1,605 participants), Third Federal Savings & Loan Association Of Cleveland (1,045 participants) and Sims-Lohman, Inc. (677 participants).
- How much does Corporate Plans LLC earn in commissions?
- Insurers reported $4.9 million in broker commissions and $943,554 in fees paid to Corporate Plans LLC for plan year 2025, per Schedule A Part 1.
- Where is Corporate Plans LLC located?
- Corporate Plans LLC is based in Highland Hills, OH and has employer clients in 5 states.
- How does Corporate Plans LLC rank among benefits brokers in Ohio?
- Corporate Plans LLC ranks #26 by employer clients among the 50 most active benefits brokers based in Ohio.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Corporate Plans 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 |
|---|---|---|---|
| Cleveland Automobile Dealers Association | OH | 1,605 | 2025-12-31 |
| Third Federal Savings & Loan Association Of Cleveland | OH | 1,045 | 2025-12-31 |
| Sims-Lohman, Inc. | OH | 677 | 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.