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Benefits Intelligence/Broker Directory/Ohio

Corporate Plans LLC Dba Cpi-Hr

Highland Hills, OH

Corporate Plans LLC Dba Cpi-Hr of Highland Hills, OH is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $83 in reported broker commissions (plan year 2025).

Employer clients
1
distinct plan sponsors
Schedule A filings
2
States served
1
Reported commissions
$83
plan year 2025

Quick answer

Corporate Plans LLC Dba Cpi-Hr (Highland Hills, OH) 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 Corporate Plans LLC Dba Cpi-Hr have?
Corporate Plans LLC Dba Cpi-Hr is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Corporate Plans LLC Dba Cpi-Hr's largest employer clients?
By plan participants, the largest include First Mutual Holding Co. (432 participants).
How much does Corporate Plans LLC Dba Cpi-Hr earn in commissions?
Insurers reported $83 in broker commissions paid to Corporate Plans LLC Dba Cpi-Hr for plan year 2025, per Schedule A Part 1.
Where is Corporate Plans LLC Dba Cpi-Hr located?
Corporate Plans LLC Dba Cpi-Hr is based in Highland Hills, OH.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Corporate Plans LLC Dba Cpi-Hr on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
First Mutual Holding Co.OH4322025-12-31

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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.