Form 5500 · Employee benefit plan · DAYTON, OH
SCHEAR FINANCIAL SERVICES, LLC
SCHEAR FINANCIAL SERVICES, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MCGOHAN BRABENDER, INC.. Coverage is written through COMMUNITY INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-0339525 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| COMMUNITY INSURANCE COMPANY | Health, Dental, Vision | 89 | December | $32,796 |
| ONE AMERICA | Life, Disability | 62 | December | $8,782 |
| STANDARD INSURANCE COMPANY | — | 42 | December | $2,372 |
| AMERITAS | Dental | 103 | December | $1,520 |
| EYEMED | Vision | 91 | December | $1,333 |
Questions
Who is SCHEAR FINANCIAL SERVICES, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, SCHEAR FINANCIAL SERVICES, LLC's broker of record is MCGOHAN BRABENDER, INC..
What insurance carrier does SCHEAR FINANCIAL SERVICES, LLC use?
SCHEAR FINANCIAL SERVICES, LLC's benefit plan is written through COMMUNITY INSURANCE COMPANY, among 5 disclosed carriers.
When does SCHEAR FINANCIAL SERVICES, LLC's group plan renew?
The most recent Schedule A policy period for SCHEAR FINANCIAL SERVICES, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SCHEAR FINANCIAL SERVICES, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.