Associates in Financial Planning
Associates in Financial Planning collected $68,267 in commissions and fees from 1 employer health plans in plan year 2024 filings, ranking #4437 among 12,126 brokers named in the public record. Most of its named clients are in Illinois.
Largest clients
Employers whose filings reported the most compensation to this broker.
| Employer | Paid to broker | Participants |
|---|---|---|
| Search, Inc. · Illinois | $68,267 | 179 |
Source: DOL Form 5500 Schedule A Part I, plan year 2024, grouped by broker name as filed. Dataset built October 24, 2026.
Where its clients are
Employer plans naming this broker, by employer state.
How much does Associates in Financial Planning earn from employer health plans?
In plan year 2024 filings, employers reported paying Associates in Financial Planning $68,267: $68,267 in commissions and $0 in fees, across 4 insurance contracts at 1 employers. That ranks #4437 of 12,126 brokers in the public record.
What commission rate is paid on plans Associates in Financial Planning brokers?
Not enough fully insured medical plans name Associates in Financial Planning as the sole broker to compute a stable rate. The national median is 3.8% of premium.
Which employers use Associates in Financial Planning?
The largest reported payers in 2024 were Search, Inc.. Illinois is its biggest state by employer count (1 plans).
Amounts are what employers reported on their own filings. They do not include compensation from carriers that is not tied to a specific contract, and names are grouped exactly as filed, so related entities can appear separately. How this record is built.