Ricky W. Stepp
Centersville, GA
Ricky W. Stepp of Centersville, GA is the broker of record on 5 Form 5500 Schedule A filings covering 2 employer benefit plans, with $78,639 in reported broker commissions (plan year 2025).
Quick answer
Ricky W. Stepp (Centersville, GA) is the broker of record for 2 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Ricky W. Stepp have?
- Ricky W. Stepp is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
- Who are Ricky W. Stepp's largest employer clients?
- By plan participants, the largest include Ogden Forklifts, Inc. (165 participants) and Coosa Valley Credit Union (124 participants).
- How much does Ricky W. Stepp earn in commissions?
- Insurers reported $78,639 in broker commissions paid to Ricky W. Stepp for plan year 2025, per Schedule A Part 1.
- Where is Ricky W. Stepp located?
- Ricky W. Stepp is based in Centersville, GA.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Ricky W. Stepp 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 |
|---|---|---|---|
| Ogden Forklifts, Inc. | GA | 165 | 2023-10-31 |
| Coosa Valley Credit Union | GA | 124 | 2025-06-30 |
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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.