Corporated Plans, Inc.
Beachwood, OH
Corporated Plans, Inc. of Beachwood, OH is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $3,223 in reported broker commissions (plan year 2025).
Quick answer
Corporated Plans, Inc. (Beachwood, 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 Corporated Plans, Inc. have?
- Corporated Plans, Inc. is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
- Who are Corporated Plans, Inc.'s largest employer clients?
- By plan participants, the largest include Sims-Lohman, Inc. (677 participants).
- How much does Corporated Plans, Inc. earn in commissions?
- Insurers reported $3,223 in broker commissions and $370 in fees paid to Corporated Plans, Inc. for plan year 2025, per Schedule A Part 1.
- Where is Corporated Plans, Inc. located?
- Corporated Plans, Inc. is based in Beachwood, OH.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Corporated Plans, Inc. 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 |
|---|---|---|---|
| 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.