PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms

PlanOptica

Pricing

Welfare plans
Brokers
THE BENEFITS FIRM

Welfare broker

THE BENEFITS FIRM

Mailing address (most recent filing)

136 BRECKINRIDGE LANE, STE 101

LOUISVILLE, KY 40207

Total comp: $984
Commissions: $984
Fees: $0
Filings: 1
Sponsors: 1

Not enough current filings to build analytics for THE BENEFITS FIRM.

No sponsors where THE BENEFITS FIRM is the primary broker on the latest filing.

Sponsor	Loc	Premium	Comp	Carrier

PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms

PlanOptica

Pricing

Welfare plans
Brokers
THE BENEFITS FIRM

Welfare broker

THE BENEFITS FIRM

Mailing address (most recent filing)

136 BRECKINRIDGE LANE, STE 101

LOUISVILLE, KY 40207

Total comp: $984
Commissions: $984
Fees: $0
Filings: 1
Sponsors: 1

Not enough current filings to build analytics for THE BENEFITS FIRM.

No sponsors where THE BENEFITS FIRM is the primary broker on the latest filing.

Sponsor	Loc	Premium	Comp	Carrier

PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms