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Benefits Intelligence/Broker Directory/Ohio

Ohio National Insurance Agency Inc

Montgomery, OH

Ohio National Insurance Agency Inc of Montgomery, OH is the broker of record on 40 Form 5500 Schedule A filings covering 23 employer benefit plans across 15 states, with $657,095 in reported broker commissions (plan year 2025).

Employer clients
23
distinct plan sponsors
Schedule A filings
40
States served
15
Reported commissions
$657,095
plan year 2025
Reported fees
$18,803

Quick answer

Ohio National Insurance Agency Inc (Montgomery, OH) is the broker of record for 23 employer benefit plan sponsors on 40 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Ohio National Insurance Agency Inc have?
Ohio National Insurance Agency Inc is named as broker on Form 5500 Schedule A filings for 23 distinct plan sponsors in 15 states.
Who are Ohio National Insurance Agency Inc's largest employer clients?
By plan participants, the largest include Plan Professionals, LLC (18,762 participants), Prn Health Services, Inc. (961 participants) and Summit Restaurant Group, LLC (758 participants).
How much does Ohio National Insurance Agency Inc earn in commissions?
Insurers reported $657,095 in broker commissions and $18,803 in fees paid to Ohio National Insurance Agency Inc for plan year 2025, per Schedule A Part 1.
Where is Ohio National Insurance Agency Inc located?
Ohio National Insurance Agency Inc is based in Montgomery, OH and has employer clients in 15 states.
How does Ohio National Insurance Agency Inc rank among benefits brokers in Ohio?
Ohio National Insurance Agency Inc ranks #47 by employer clients among the 50 most active benefits brokers based in Ohio.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Ohio National Insurance Agency Inc 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
Plan Professionals, LLCNJ18,7622024-12-31
Prn Health Services, Inc.WI9612025-12-31
Summit Restaurant Group, LLCMO7582025-12-31
20 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.