Stephen Gregory
Carmel, IN
Stephen Gregory of Carmel, IN is the broker of record on 1 Form 5500 Schedule A filings covering 1 employer benefit plans, with $22,639 in reported broker commissions (plan year 2025).
Quick answer
Stephen Gregory (Carmel, IN) is the broker of record for 1 employer benefit plan sponsor on 1 Form 5500 Schedule A filing, plan year 2025.
- How many employer clients does Stephen Gregory have?
- Stephen Gregory is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
- Who are Stephen Gregory's largest employer clients?
- By plan participants, the largest include Epika Fleet Services, Inc. (110 participants).
- How much does Stephen Gregory earn in commissions?
- Insurers reported $22,639 in broker commissions paid to Stephen Gregory for plan year 2025, per Schedule A Part 1.
- Where is Stephen Gregory located?
- Stephen Gregory is based in Carmel, IN.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Stephen Gregory 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 |
|---|---|---|---|
| Epika Fleet Services, Inc. | TN | 110 | 2025-12-31 |
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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)
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.