BenefitsLedger
Benefits broker · Plan year 2024 · Form 5500 Schedule A

Capital Planners LLC

Beachwood, OH

Capital Planners LLC collected $516 in commissions and fees from 3 employer health plans in plan year 2024 filings, ranking #11129 among 12,126 brokers named in the public record. Most of its named clients are in Ohio.

Commissions + fees
$516
$516 commissions · $0 fees
Employer plans
3
3 contracts
Rank
#11129
top 92% of 12,126 brokers
Median rate
n/a
fewer than 10 insured medical plans

Largest clients

Employers whose filings reported the most compensation to this broker.

EmployerPaid to brokerParticipants
Buckeye Corrugated, Inc. · Ohio$247806
The James B. Oswald Company · Ohio$160451
Haltec Corporation · Ohio$109228

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.

3 plans

How much does Capital Planners LLC earn from employer health plans?

In plan year 2024 filings, employers reported paying Capital Planners LLC $516: $516 in commissions and $0 in fees, across 3 insurance contracts at 3 employers. That ranks #11129 of 12,126 brokers in the public record.

What commission rate is paid on plans Capital Planners LLC brokers?

Not enough fully insured medical plans name Capital Planners LLC as the sole broker to compute a stable rate. The national median is 3.8% of premium.

Which employers use Capital Planners LLC?

The largest reported payers in 2024 were Buckeye Corrugated, Inc., The James B. Oswald Company, Haltec Corporation. Ohio is its biggest state by employer count (3 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.

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