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Form 5500 · Employee benefit plan · MIAMISBURG, OH

LEADWISE, INC.

Public Form 5500 records show how LEADWISE, INC. (MIAMISBURG, OH) structures its employee benefits. Its broker of record is MCGOHAN BRABENDER, INC.. Coverage is written through GUARDIAN and 4 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Insurance carrier
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 47-4196630 · plan 501 · as of Jul 2026

Participants
347
Carriers on file
5
Disclosed commissions
$63,060
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
GUARDIANVision, Life, Disability409December$43,518
NATIONAL GUARDIAN LIFE INSURANCE COMPANYDental370December$16,768
RXBENEFITS329December$2,774
TOKIO MARINEStop-loss362December$0
CURALINC399December$0

Questions

Who is LEADWISE, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, LEADWISE, INC.'s broker of record is MCGOHAN BRABENDER, INC..

What insurance carrier does LEADWISE, INC. use?

LEADWISE, INC.'s benefit plan is written through GUARDIAN, among 5 disclosed carriers.

When does LEADWISE, INC.'s group plan renew?

The most recent Schedule A policy period for LEADWISE, INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from LEADWISE, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.