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Benefits Intelligence/Broker Directory/Indiana

Steele Insurance & Financial Servic

Indianapolis, IN

Steele Insurance & Financial Servic of Indianapolis, IN is the broker of record on 3 Form 5500 Schedule A filings covering 3 employer benefit plans, with $1,882 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
3
States served
1
Reported commissions
$1,882
plan year 2025
Reported fees
$1,283

Quick answer

Steele Insurance & Financial Servic (Indianapolis, IN) is the broker of record for 3 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Steele Insurance & Financial Servic have?
Steele Insurance & Financial Servic is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
Who are Steele Insurance & Financial Servic's largest employer clients?
By plan participants, the largest include Child Development Council Of Franklin County Inc (339 participants), Spring Grove Cemetery And Arboretum (149 participants) and Minster Bank (107 participants).
How much does Steele Insurance & Financial Servic earn in commissions?
Insurers reported $1,882 in broker commissions and $1,283 in fees paid to Steele Insurance & Financial Servic for plan year 2025, per Schedule A Part 1.
Where is Steele Insurance & Financial Servic located?
Steele Insurance & Financial Servic is based in Indianapolis, IN.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Steele Insurance & Financial Servic 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
Child Development Council Of Franklin County IncOH3392024-12-31
Spring Grove Cemetery And ArboretumOH1492024-12-31
Minster BankOH1072025-12-31

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Other benefits brokers in Indiana

  • Img: 1,569 employer clients, $78,061 reported commissions (Indianapolis)
  • Mj Insurance: 237 employer clients, $22,845,399 reported commissions (Carmel)
  • Gibson Insurance Agency, Inc.: 139 employer clients, $15,947,948 reported commissions (South Bend)
  • Lincoln Financial Advisors: 125 employer clients, $1,710,728 reported commissions (Fort Wayne)
  • First Person, Inc: 79 employer clients, $4,946,441 reported commissions (Indianapolis)
  • Apex Benefits Group, Inc.: 70 employer clients, $7,009,122 reported commissions (Indianapolis)
  • Locascio Hadden & Dennis, LLC: 65 employer clients, $5,217,087 reported commissions (Indianapolis)
  • Shepherd Insurance LLC: 59 employer clients, $3,363,971 reported commissions (Carmel)

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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.