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Benefits broker of record · FORT WAYNE, IN

RETIREMENT PLAN CONCEPTS & SERVICES

RETIREMENT PLAN CONCEPTS & SERVICES of FORT WAYNE, IN is named as the broker of record on 14 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
14
Book size
under $10k
States
IN

Clients on file

EmployerCarrierRenews
SLINGSHOT, LPJOHN HANCOCK LIFE INSURANCE COMPANYDecember
CHOICES COORDINATED CARE SOLUTIONS, INC.PRINCIPAL LIFE INSURANCE COMPANYDecember
RETIREMENT LIVING, INC. DBA MARQUETTE MANORPRINCIPAL LIFE INSURANCE COMPANYDecember
STERLING MANAGEMENT, LTD.JOHN HANCOCK LIFE INSURANCE COMPANYDecember
HERITAGE CHRISTIAN SCHOOLS, INC.PRINCIPAL LIFE INSURANCE COMPANYJune
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9 more plans in RETIREMENT PLAN CONCEPTS & SERVICES's book

See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A