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154 insurance / financial services employers in Ohio have substantive broker records on their Form 5500 filings. Median disclosed broker cost in this group runs about $16 per participant per month. Open any company to see its broker of record, disclosed compensation, and benefit lines — or step back to all Ohio employers.
| Company | Industry | Plan type | Participants | Latest filing | Broker comp |
|---|---|---|---|---|---|
| THE PROGRESSIVE CORPORATION | Insurance / Financial Services | Self-funded | 70K | 2025 | Disclosed |
| OHIO AFSCME CARE PLAN | Insurance / Financial Services | Self-funded | 22K | 2024 | Disclosed |
| HUNTINGTON BANCSHARES INCORPORATED | Insurance / Financial Services | Self-funded | 20K | 2024 | Disclosed |
| FIFTH THIRD BANCORP | Insurance / Financial Services | Self-funded | 19K | 2025 | Disclosed |
| OLDC-OHIO CONTRACTORS ASSOCIATION INSURANCE FUND | Insurance / Financial Services | Self-funded | 15K | 2024 | Disclosed |
| CROSSCOUNTRY MORTGAGE LLC | Insurance / Financial Services | Self-funded | 14K | 2025 | Disclosed |
| KEYCORP | Insurance / Financial Services | Self-funded | 13K | 2025 | Disclosed |
| ENSEMBLE HEALTH PARTNERS HOLDINGS, LLC | Insurance / Financial Services | Self-funded | 9.4K | 2025 | Disclosed |
| CINCINNATI FINANCIAL CORPORATION | Insurance / Financial Services | Self-funded | 5.6K | 2025 | Disclosed |
| CARESOURCE MANAGEMENT SERVICES LLC | Insurance / Financial Services | Self-funded | 5.3K | 2025 | Disclosed |
| AMTRUST FINANCIAL SERVICES, INC. | Insurance / Financial Services | Self-funded | 4.7K | 2025 | Disclosed |
| BREAD FINANCIAL PAYMENTS, INC. | Insurance / Financial Services | Self-funded | 4.2K | 2024 | Disclosed |
| WORLDPAY, LLC | Insurance / Financial Services | Self-funded | 3.8K | 2025 | Disclosed |
| MEDICAL MUTUAL OF OHIO | Insurance / Financial Services | Self-funded | 3.6K | 2024 | Disclosed |
| OHIO BANKERS BENEFITS TRUST | Insurance / Financial Services | Self-funded | 2.7K | 2024 | Disclosed |
| LOCAL 4911 V.E.B.A C/O BENEFITS ADMINISTRATIVE SERVICE | Insurance / Financial Services | Self-funded | 2.7K | 2024 | Disclosed |
| OHIO FARMERS INSURANCE COMPANY | Insurance / Financial Services | Self-funded | 2.6K | 2024 | Disclosed |
| PRIME HR SERVICE CORP | Insurance / Financial Services | Fully insured | 2.5K | 2024 | Disclosed |
| STATE AUTO PROPERTY & CASUALTY INSURANCE CO | Insurance / Financial Services | Self-funded | 2K | 2022 | Disclosed |
| PEOPLES BANCORP INC. | Insurance / Financial Services | Self-funded | 1.7K | 2025 | Disclosed |
| FIRST FINANCIAL BANCORP | Insurance / Financial Services | Self-funded | 1.6K | 2025 | Disclosed |
| THE PARK NATIONAL CORPORATION | Insurance / Financial Services | Self-funded | 1.6K | 2025 | Disclosed |
| UNION HOME MORTGAGE CORP. | Insurance / Financial Services | Self-funded | 1.5K | 2025 | Disclosed |
| WRIGHT-PATT CREDIT UNION, INC. | Insurance / Financial Services | Self-funded | 1.5K | 2025 | Disclosed |
| OHIO DENTAL ASSOCIATION SERVICES CORPORATION | Insurance / Financial Services | Self-funded | 1.4K | 2025 | Disclosed |
| VICTORY CAPITAL MANAGEMENT, INC. | Insurance / Financial Services | Self-funded | 1.2K | 2024 | Disclosed |
| ROOT, INC. | Insurance / Financial Services | Self-funded | 1.2K | 2025 | Disclosed |
| ULTIMUS FUND SOLUTIONS, LLC | Insurance / Financial Services | Self-funded | 1.2K | 2025 | Disclosed |
| ENCOVA INSURANCE | Insurance / Financial Services | Self-funded | 1.2K | 2025 | Disclosed |
| CORE SPECIALTY INSURANCE SERVICES, INC. | Insurance / Financial Services | Self-funded | 1.1K | 2025 | Disclosed |
| THIRD FEDERAL SAVINGS & LOAN ASSOCIATION OF CLEVELAND | Insurance / Financial Services | Self-funded | 1K | 2025 | Disclosed |
| GRANGE INSURANCE COMPANY | Insurance / Financial Services | Self-funded | 950 | 2025 | Disclosed |
| HYLANT GROUP, INC | Insurance / Financial Services | Self-funded | 920 | 2025 | Disclosed |
| LOWER HOLDING COMPANY | Insurance / Financial Services | Self-funded | 810 | 2025 | Disclosed |
| PREMIER FINANCIAL CORP. | Insurance / Financial Services | Self-funded | 800 | 2025 | Disclosed |
| THE JAMES B. OSWALD COMPANY | Insurance / Financial Services | Self-funded | 788 | 2025 | Disclosed |
| CENTRAL INSURANCE COMPANY | Insurance / Financial Services | Self-funded | 733 | 2025 | Disclosed |
| HOMESIDE FINANCIAL, LLC | Insurance / Financial Services | Self-funded | 712 | 2021 | Disclosed |
| AUGUSTAR LIFE INSURANCE COMPANY | Insurance / Financial Services | Fully insured | 680 | 2025 | Disclosed |
| AXCESS FINANCIAL SERVICES, INC. | Insurance / Financial Services | Self-funded | 656 | 2025 | Disclosed |
| EQUITY ADMINISTRATIVE SERVICES INC | Insurance / Financial Services | Self-funded | 620 | 2024 | Disclosed |
| AMUNDI US, INC | Insurance / Financial Services | Self-funded | 610 | 2024 | Disclosed |
| FARMERS & MERCHANTS STATE BANK | Insurance / Financial Services | Self-funded | 530 | 2021 | Disclosed |
| FARMERS NATIONAL BANK | Insurance / Financial Services | Self-funded | 501 | 2025 | Disclosed |
| ALIGN CAPITAL PARTNERS | Insurance / Financial Services | Fully insured | 500 | 2025 | Disclosed |
| GENERAL ELECTRIC CREDIT UNION | Insurance / Financial Services | Self-funded | 485 | 2025 | Disclosed |
| GUARDIAN SAVINGS BANK | Insurance / Financial Services | Self-funded | 448 | 2025 | Disclosed |
| DAN T. MOORE COMPANY | Insurance / Financial Services | Self-funded | 447 | 2024 | Disclosed |
| BOARD OF TRUSTEES - TEAMSTERS OH CONTRACTORS ASSN HEALTH & WELFARE | Insurance / Financial Services | Self-funded | 439 | 2024 | Disclosed |
| FIRST MUTUAL HOLDING CO. | Insurance / Financial Services | Fully insured | 432 | 2025 | Disclosed |
| SEQUOIA FINANCIAL GROUP LLC | Insurance / Financial Services | Self-funded | 429 | 2025 | Disclosed |
| AGILON HEALTH, INC. | Insurance / Financial Services | Self-funded | 424 | 2025 | Disclosed |
| CIVISTA BANCSHARES INC | Insurance / Financial Services | Self-funded | 411 | 2025 | Disclosed |
| GLDC-ILA HEALTH AND WELFARE FUND | Insurance / Financial Services | Self-funded | 409 | 2024 | Disclosed |
| ONE-CALLS INC VEBA TRUST | Insurance / Financial Services | Fully insured | 408 | 2022 | Disclosed |
| MCGOHAN BRABENDER, INC. | Insurance / Financial Services | Self-funded | 397 | 2025 | Disclosed |
| BOARD OF TRUSTEES OF TEAMSTERS LOCAL NO. 377 HEALTH & WELFARE FUND | Insurance / Financial Services | Self-funded | 378 | 2024 | Disclosed |
| GO MORTGAGE, LLC | Insurance / Financial Services | Fully insured | 361 | 2023 | Disclosed |
| KEMBA FINANCIAL CREDIT UNION | Insurance / Financial Services | Self-funded | 339 | 2025 | Disclosed |
| LCNB NATIONAL BANK | Insurance / Financial Services | Fully insured | 332 | 2024 | Disclosed |
| SUPERIOR CREDIT UNION, INC. | Insurance / Financial Services | Self-funded | 312 | 2025 | Disclosed |
| CLEVERLAND HOLDINGS LLC, DBA EMBRACE PET INSURANCE | Insurance / Financial Services | Self-funded | 305 | 2025 | Disclosed |
| DIRECTIONS CREDIT UNION | Insurance / Financial Services | Self-funded | 290 | 2025 | Disclosed |
| HEARTLAND BANK | Insurance / Financial Services | Fully insured | 289 | 2025 | Disclosed |
| NURTUR HOLDINGS, LLC | Insurance / Financial Services | Self-funded | 283 | 2025 | Disclosed |
| KEMBA CINCINNATI CREDIT UNION, INC. | Insurance / Financial Services | Self-funded | 283 | 2024 | Disclosed |
| TELHIO CREDIT UNION, INC. | Insurance / Financial Services | Fully insured | 276 | 2025 | Disclosed |
| SB FINANCIAL GROUP | Insurance / Financial Services | Self-funded | 255 | 2025 | Disclosed |
| CLEARSTEAD ADVISORS, LLC | Insurance / Financial Services | Self-funded | 248 | 2025 | Disclosed |
| WESTERN RESERVE MUTUAL CASUALTY COMPANY | Insurance / Financial Services | Self-funded | 239 | 2025 | Disclosed |
| SELMAN & COMPANY, LLC | Insurance / Financial Services | Self-funded | 238 | 2021 | Disclosed |
| RELIANT CAPITAL SOLUTIONS, LLC | Insurance / Financial Services | Self-funded | 234 | 2024 | Disclosed |
| 1-888-OHIOCOMP, INC. DBA MINUTEMEN OHIOCOMP | Insurance / Financial Services | Fully insured | 232 | 2024 | Disclosed |
| PLUMBERS & STEAMFITTERS LOCAL 42 HEALTH & WELFARE PLAN | Insurance / Financial Services | Self-funded | 218 | 2024 | Disclosed |
| PDS ADMINISTRATION COMPANY INC. | Insurance / Financial Services | Self-funded | 210 | 2025 | Disclosed |
| SUTTON BANK | Insurance / Financial Services | Self-funded | 209 | 2025 | Disclosed |
| RIVERSIDE PARTNERS, LLC | Insurance / Financial Services | Self-funded | 205 | 2025 | Disclosed |
| UNITED OHIO INSURANCE COMPANY | Insurance / Financial Services | Self-funded | 202 | 2025 | Disclosed |
| THE EQUITY ENGINEERING GROUP, INC. | Insurance / Financial Services | Self-funded | 202 | 2025 | Disclosed |
| THE CROGHAN COLONIAL BANK | Insurance / Financial Services | Self-funded | 200 | 2024 | Disclosed |
| MATIC INSURANCE SERVICES, INC. | Insurance / Financial Services | Fully insured | 200 | 2024 | Disclosed |
| BEAM TECHNOLOGIES, LLC | Insurance / Financial Services | Self-funded | 199 | 2024 | Disclosed |
| THE UNION BANK CO. | Insurance / Financial Services | Self-funded | 195 | 2021 | Disclosed |
| BRANCH FINANCIAL, LLC | Insurance / Financial Services | Fully insured | 194 | 2025 | Disclosed |
| WESTFIELD BANK | Insurance / Financial Services | Self-funded | 190 | 2025 | Disclosed |
| THE RICHWOOD BANKING COMPANY | Insurance / Financial Services | Fully insured | 187 | 2024 | Disclosed |
| EQUITY RESOURCES, INC | Insurance / Financial Services | Self-funded | 186 | 2025 | Disclosed |
| THE NATIONAL MUTUAL INSURANCE COMPANY | Insurance / Financial Services | Self-funded | 185 | 2025 | Disclosed |
| DUALITE, INC. | Insurance / Financial Services | Self-funded | 182 | 2025 | Disclosed |
| ELECTRONIC MERCHANT SYSTEMS | Insurance / Financial Services | Fully insured | 182 | 2024 | Disclosed |
| CONSUMERS NATIONAL BANK | Insurance / Financial Services | Fully insured | 182 | 2022 | Disclosed |
| KAULIG COMPANIES LTD | Insurance / Financial Services | Self-funded | 179 | 2025 | Disclosed |
| HUMMEL GROUP, INC. | Insurance / Financial Services | Fully insured | 178 | 2025 | Disclosed |
| BRICKLAYERS & MASONS LOCAL NO 6 HEALTH & WELFARE PLAN | Insurance / Financial Services | Self-funded | 176 | 2024 | Disclosed |
| MEEDER INVESTMENT MANAGEMENT | Insurance / Financial Services | Fully insured | 174 | 2021 | Disclosed |
| ANDHEALTH LLC | Insurance / Financial Services | Fully insured | 173 | 2025 | Disclosed |
| BUILDING TRADES WELFARE FUND FOR THE OHIO VALLEY | Insurance / Financial Services | Self-funded | 172 | 2024 | Disclosed |
| TDC COMPANIES, INC. | Insurance / Financial Services | Fully insured | 168 | 2023 | Disclosed |
| MERCHANTS BANK NATIONAL ASSOCIATION | Insurance / Financial Services | Fully insured | 166 | 2025 | Disclosed |
| SEASONS SERVICE SELECT, LLC DBA DOWN TO EARTH | Insurance / Financial Services | Self-funded | 166 | 2025 | Disclosed |
Sourced from Form 5500 filings as submitted to the U.S. Department of Labor. Dataset refreshed October 7, 2026. Plan years are labeled by the year they begin, so a July 2024 – June 2025 plan year is 2024. Filings may lag 12–18 months behind the current plan year.