Geneos Wealth Management Inc
Centennial, CO
Geneos Wealth Management Inc of Centennial, CO is the broker of record on 16 Form 5500 Schedule A filings covering 8 employer benefit plans across 3 states, with $117,730 in reported broker commissions (plan year 2025).
Quick answer
Geneos Wealth Management Inc (Centennial, CO) is the broker of record for 8 employer benefit plan sponsors on 16 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Geneos Wealth Management Inc have?
- Geneos Wealth Management Inc is named as broker on Form 5500 Schedule A filings for 8 distinct plan sponsors in 3 states.
- Who are Geneos Wealth Management Inc's largest employer clients?
- By plan participants, the largest include Success Foods Management Group LLC (3,772 participants), Cherry Painting, LLC (1,258 participants) and C.C. Young Memorial Home (650 participants).
- How much does Geneos Wealth Management Inc earn in commissions?
- Insurers reported $117,730 in broker commissions paid to Geneos Wealth Management Inc for plan year 2025, per Schedule A Part 1.
- Where is Geneos Wealth Management Inc located?
- Geneos Wealth Management Inc is based in Centennial, CO and has employer clients in 3 states.
- How does Geneos Wealth Management Inc rank among benefits brokers in Colorado?
- Geneos Wealth Management Inc ranks #41 by employer clients among the 50 most active benefits brokers based in Colorado.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Geneos Wealth Management 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 |
|---|---|---|---|
| Success Foods Management Group LLC | TX | 3,772 | 2025-12-31 |
| Cherry Painting, LLC | TX | 1,258 | 2025-12-31 |
| C.C. Young Memorial Home | TX | 650 | 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.