Kristen D Preston
Alger, OH
Kristen D Preston of Alger, OH is the broker of record on 2 Form 5500 Schedule A filings covering 2 employer benefit plans across 2 states, with $1,846 in reported broker commissions (plan year 2024).
Quick answer
Kristen D Preston (Alger, OH) is the broker of record for 2 employer benefit plan sponsors on 2 Form 5500 Schedule A filings, plan year 2024.
- How many employer clients does Kristen D Preston have?
- Kristen D Preston is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors in 2 states.
- Who are Kristen D Preston's largest employer clients?
- By plan participants, the largest include Dee Holdings, Inc. (850 participants) and Orthopaedic Institute Of Ohio, Inc (148 participants).
- How much does Kristen D Preston earn in commissions?
- Insurers reported $1,846 in broker commissions and $23 in fees paid to Kristen D Preston for plan year 2024, per Schedule A Part 1.
- Where is Kristen D Preston located?
- Kristen D Preston is based in Alger, OH and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Kristen D Preston 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 |
|---|---|---|---|
| Dee Holdings, Inc. | WI | 850 | 2025-06-30 |
| Orthopaedic Institute Of Ohio, Inc | OH | 148 | 2024-12-31 |
Sell through benefits brokers? Let us show you around.
Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.
Book a 20-minute walkthroughKnow who holds the account, and when it renews.
Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.
Other benefits brokers in Ohio
- Hylant Group, Inc.: 489 employer clients, $34,763,380 reported commissions (Toledo)
- Cbiz Benefits & Insurance Services: 419 employer clients, $25,583,207 reported commissions (Cincinnati)
- National Benefit Center: 416 employer clients, $6,485 reported commissions (Beachwood)
- The James B Oswald Company: 224 employer clients, $11,726,154 reported commissions (Cleveland)
- James B. Oswald Company: 214 employer clients, $12,523,773 reported commissions (Cleveland)
- Mcgohan Brabender, Inc.: 218 employer clients, $13,156,997 reported commissions (Dayton)
- Hub Heartland LLC: 204 employer clients, $7,624,498 reported commissions (Cincinnati)
- Cbiz Benefits And Ins Services Inc.: 160 employer clients, $9,486,606 reported commissions (Cincinnati)
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.