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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 |
|---|---|---|---|---|---|
| AMERICAN MORTGAGE SERVICE COMPANY | Insurance / Financial Services | Self-funded | 165 | 2021 | Disclosed |
| VALMARK FINANCIAL GROUP, LLC | Insurance / Financial Services | Self-funded | 165 | 2025 | Disclosed |
| JOHNSON INVESTMENT COUNSEL, INC | Insurance / Financial Services | Self-funded | 164 | 2025 | Disclosed |
| AMERICAN GUARDIAN WARRANTY SERVICES, INC. | Insurance / Financial Services | Self-funded | 163 | 2023 | Disclosed |
| CORPORATE ONE FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 158 | 2025 | Disclosed |
| THE CITIZENS NATIONAL BANK OF BLUFFTON | Insurance / Financial Services | Fully insured | 158 | 2025 | Disclosed |
| BROWN GIBBONS LANG & COMPANY LLC | Insurance / Financial Services | Self-funded | 155 | 2025 | Disclosed |
| TFO PARTNERS, INC. | Insurance / Financial Services | Fully insured | 154 | 2025 | Disclosed |
| STRATOS WEALTH PARTNERS | Insurance / Financial Services | Fully insured | 153 | 2021 | Disclosed |
| CANTERBURY CAPITAL, LLC | Insurance / Financial Services | Fully insured | 153 | 2025 | Disclosed |
| SCALECO MANAGEMENT I, LLC | Insurance / Financial Services | Self-funded | 150 | 2025 | Disclosed |
| UNION SAVINGS BANK | Insurance / Financial Services | Self-funded | 149 | 2025 | Disclosed |
| HORAN ASSOCIATES, INC. | Insurance / Financial Services | Fully insured | 147 | 2021 | Disclosed |
| FIRST STATE BANK | Insurance / Financial Services | Fully insured | 147 | 2025 | Disclosed |
| CINFED CREDIT UNION | Insurance / Financial Services | Self-funded | 143 | 2025 | Disclosed |
| SUN FEDERAL CREDIT UNION | Insurance / Financial Services | Fully insured | 142 | 2024 | Disclosed |
| NORTHWEST TITLE FAMILY OF COMPANIES, INC. | Insurance / Financial Services | Self-funded | 141 | 2025 | Disclosed |
| THE COMMERCIAL & SAVINGS BANK | Insurance / Financial Services | Self-funded | 140 | 2023 | Disclosed |
| THE MIDDLEFIELD BANKING COMPANY | Insurance / Financial Services | Self-funded | 139 | 2022 | Disclosed |
| FUND EVALUATION GROUP, LLC | Insurance / Financial Services | Self-funded | 137 | 2025 | Disclosed |
| ROUNDSTONE MANAGEMENT LTD | Insurance / Financial Services | Self-funded | 136 | 2025 | Disclosed |
| MEEDER ASSET MANAGEMENT | Insurance / Financial Services | Fully insured | 136 | 2025 | Disclosed |
| UNIVERSAL 1 CREDIT UNION | Insurance / Financial Services | Fully insured | 128 | 2024 | Disclosed |
| THE GENOA BANKING COMPANY | Insurance / Financial Services | Self-funded | 128 | 2025 | Disclosed |
| FAMILY RESOURCE CENTER OF NORTHWEST OHIO, INC. | Insurance / Financial Services | Self-funded | 126 | 2024 | Disclosed |
| DIAMOND HILL INVESTMENT GROUP, INC. | Insurance / Financial Services | Self-funded | 123 | 2025 | Disclosed |
| INSURANCE PARTNERS AGENCY, INC. | Insurance / Financial Services | Fully insured | 119 | 2024 | Disclosed |
| ROCKBRIDGE CAPITAL LLC, EMPLOYEE BENEFIT PLAN | Insurance / Financial Services | Self-funded | 119 | 2025 | Disclosed |
| MWD CONSULTING, INC. | Insurance / Financial Services | Fully insured | 115 | 2021 | Disclosed |
| ALEX N SILL COMPANY, LLC | Insurance / Financial Services | Fully insured | 111 | 2025 | Disclosed |
| ECHELON GROUP, LLC, DBA OPOC.US | Insurance / Financial Services | Fully insured | 109 | 2024 | Disclosed |
| PATHWAYS FINANCIAL CREDIT UNION | Insurance / Financial Services | Fully insured | 107 | 2024 | Disclosed |
| DAY AIR CREDIT UNION, INC. | Insurance / Financial Services | Self-funded | 106 | 2025 | Disclosed |
| BMI FEDERAL CREDIT UNION | Insurance / Financial Services | Fully insured | 105 | 2023 | Disclosed |
| BLUE LOOP CAPITAL LLC | Insurance / Financial Services | Self-funded | 104 | 2024 | Disclosed |
| TRUEPOINT WEALTH COUNSEL | Insurance / Financial Services | Self-funded | 103 | 2025 | Disclosed |
| COMMUNITY BANC, INC. | Insurance / Financial Services | Self-funded | 100 | 2025 | Disclosed |
| CFBANK | Insurance / Financial Services | Self-funded | 100 | 2025 | Disclosed |
| MINSTER BANK | Insurance / Financial Services | Fully insured | 95 | 2023 | Disclosed |
| LIBERTY CAPITAL, INC. | Insurance / Financial Services | Self-funded | 90 | 2025 | Disclosed |
| HOMELAND CREDIT UNION, INC. | Insurance / Financial Services | Self-funded | 83 | 2025 | Disclosed |
| RAPID MORTGAGE COMPANY | Insurance / Financial Services | Fully insured | 67 | 2023 | Disclosed |
| EQUITABLE MORTGAGE CORPORATION | Insurance / Financial Services | Self-funded | 48 | 2023 | Disclosed |
| HORAN SECURITIES, INC. | Insurance / Financial Services | Fully insured | 38 | 2022 | Disclosed |
| IH CREDIT UNION, INC. | Insurance / Financial Services | Self-funded | 27 | 2025 | Disclosed |
| HUMMEL & PLUM INSURANCE AGENCY, INC. | Insurance / Financial Services | Self-funded | 20 | 2024 | Disclosed |
| CLEVELAND RESEARCH COMPANY, LLC | Insurance / Financial Services | Self-funded | — | 2025 | Disclosed |
| MAI CAPITAL MANAGEMENT, LLC | Insurance / Financial Services | Self-funded | — | 2021 | Disclosed |
| QBASE HOLDINGS, LLC | Insurance / Financial Services | Self-funded | — | 2021 | Disclosed |
| SAFE AUTO INSURANCE COMPANY | Insurance / Financial Services | Self-funded | — | 2021 | Disclosed |
| GRASSHOPPER INVESTMENTS LLC | Insurance / Financial Services | Fully insured | — | 2022 | Disclosed |
| CORTLAND SAVINGS AND BANKING COMPANY C/O | Insurance / Financial Services | Fully insured | — | 2021 | Disclosed |
| BMC GROWTH FUND, LLC | Insurance / Financial Services | Self-funded | — | 2021 | Disclosed |
| ALLIS-CHALMERS UAW RETIREE BENEFIT TRUST | Insurance / Financial Services | Self-funded | — | 2024 | 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.