How many employer clients does R.W. Garrett Agency, Inc. have?

R.W. Garrett Agency, Inc. is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors.

Who are R.W. Garrett Agency, Inc.'s largest employer clients?

By plan participants, the largest include Levi, Ray & Shoup Inc. (979 participants), N. Kohl Grocer Co. (373 participants) and Koerner Distributor Inc. (345 participants).

How much does R.W. Garrett Agency, Inc. earn in commissions?

Insurers reported $530,091 in broker commissions and $69,516 in fees paid to R.W. Garrett Agency, Inc. for plan year 2025, per Schedule A Part 1.

Where is R.W. Garrett Agency, Inc. located?

R.W. Garrett Agency, Inc. is based in Lincoln, IL.

Benefits Intelligence/Broker Directory/Illinois

R.W. Garrett Agency, Inc.

Lincoln, IL

R.W. Garrett Agency, Inc. of Lincoln, IL is the broker of record on 19 Form 5500 Schedule A filings covering 5 employer benefit plans, with $530,091 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$530,091

plan year 2025

Reported fees

$69,516

Quick answer

R.W. Garrett Agency, Inc. (Lincoln, IL) is the broker of record for 5 employer benefit plan sponsors on 19 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does R.W. Garrett Agency, Inc. have?: R.W. Garrett Agency, Inc. is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors.
Who are R.W. Garrett Agency, Inc.'s largest employer clients?: By plan participants, the largest include Levi, Ray & Shoup Inc. (979 participants), N. Kohl Grocer Co. (373 participants) and Koerner Distributor Inc. (345 participants).
How much does R.W. Garrett Agency, Inc. earn in commissions?: Insurers reported $530,091 in broker commissions and $69,516 in fees paid to R.W. Garrett Agency, Inc. for plan year 2025, per Schedule A Part 1.
Where is R.W. Garrett Agency, Inc. located?: R.W. Garrett Agency, Inc. is based in Lincoln, IL.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming R.W. Garrett Agency, 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
Levi, Ray & Shoup Inc.	IL	979	2025-12-31
N. Kohl Grocer Co.	IL	373	2025-12-31
Koerner Distributor Inc.	IL	345	2026-02-28

2 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.