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

Schwartz & Associates

Louisville, KY

Schwartz & Associates collected $23,237 in commissions and fees from 2 employer health plans in plan year 2024 filings, ranking #7526 among 12,126 brokers named in the public record. Most of its named clients are in Kentucky.

Commissions + fees
$23,237
$21,263 commissions · $1,974 fees
Employer plans
2
2 contracts
Rank
#7526
top 62% 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
Gli Mining, Construction & Manufacturing Sub-Association, LTD · Kentucky$14,528937
Gli Wholesale & Retail Trade Sub-Association, LTD. · Kentucky$8,709578

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.

2 plans

How much does Schwartz & Associates earn from employer health plans?

In plan year 2024 filings, employers reported paying Schwartz & Associates $23,237: $21,263 in commissions and $1,974 in fees, across 2 insurance contracts at 2 employers. That ranks #7526 of 12,126 brokers in the public record.

What commission rate is paid on plans Schwartz & Associates brokers?

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

Which employers use Schwartz & Associates?

The largest reported payers in 2024 were Gli Mining, Construction & Manufacturing Sub-Association, LTD, Gli Wholesale & Retail Trade Sub-Association, LTD.. Kentucky is its biggest state by employer count (2 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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