PlanOptica

Creative Benefit Planning

Mailing address (most recent filing)
535 CONNECTICUT AVE STE 502
NORWALK, CT 06854
Total comp
$94K
Commissions
$29K
Fees
$65K
Filings
6
Sponsors
6

Creative Benefit Planning summary

Creative Benefit Planning appears as a broker on 6 Form 5500 Schedule A filings for 6 employer sponsors. Insurers reported $94K in commissions and fees paid to Creative Benefit Planning.

Primary-broker plans
0
Covered premium
$1.4M
Market share
0.001%
Of all reported broker comp

Frequently asked questions

Who uses Creative Benefit Planning?
6 employer sponsors list Creative Benefit Planning as a broker on Schedule A of Form 5500.
How many employer plans does Creative Benefit Planning serve?
Creative Benefit Planning appears on 6 Schedule A filings for 6 employer health and benefits plan sponsors.
How much does Creative Benefit Planning earn?
Insurers reported $94K in total compensation paid to Creative Benefit Planning: $29K in commissions and $65K in fees. Schedule A reports what insurers pay brokers, not fees that employers pay directly.

Analytics

Not enough current filings to build analytics for Creative Benefit Planning.

Book of business

No sponsors where Creative Benefit Planning is the primary broker on the latest filing.

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