Wharton Insurance & Financial Serv
Wharton Insurance & Financial Serv collected $266,803 in commissions and fees from 3 employer health plans in plan year 2024 filings, ranking #1506 among 12,126 brokers named in the public record. Most of its named clients are in Indiana.
Largest clients
Employers whose filings reported the most compensation to this broker.
| Employer | Paid to broker | Participants |
|---|---|---|
| Worksmart Systems, Inc. · Indiana | $259,396 | 9,818 |
| Ethos Beauty Partners LLC · New Jersey | $5,601 | 100 |
| Shepherd Insurance · Kentucky | $1,806 | 697 |
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 Wharton Insurance & Financial Serv earn from employer health plans?
In plan year 2024 filings, employers reported paying Wharton Insurance & Financial Serv $266,803: $245,779 in commissions and $21,024 in fees, across 10 insurance contracts at 3 employers. That ranks #1506 of 12,126 brokers in the public record.
What commission rate is paid on plans Wharton Insurance & Financial Serv brokers?
Not enough fully insured medical plans name Wharton Insurance & Financial Serv as the sole broker to compute a stable rate. The national median is 3.8% of premium.
Which employers use Wharton Insurance & Financial Serv?
The largest reported payers in 2024 were Worksmart Systems, Inc., Ethos Beauty Partners LLC, Shepherd Insurance. Indiana 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.