WHARTON INSURANCE & FINANCIAL SERV
- Total comp
- $1.5M
- Commissions
- $1.4M
- Fees
- $68K
- Filings
- 2
- Sponsors
- 2
Wharton Insurance & Financial Serv at a glance
Wharton Insurance & Financial Serv appears as a broker on 2 Form 5500 Schedule A filings for 2 employer sponsors. Insurers reported $1.5M in commissions and fees paid to Wharton Insurance & Financial Serv. Most client plans are sponsored in IN. The most common carriers in the book are Metropolitan Life Insurance Company. The largest clients include Worksmart Systems, Inc..
- Primary-broker plans
- 1
- Covered premium
- $26.5M
- Market share
- 0.013%
- Of all reported broker comp
Top 1 client plans
Plans where Wharton Insurance & Financial Serv is the primary broker on the latest filing
| Sponsor | State | Premium | Covered |
|---|---|---|---|
| Worksmart Systems, Inc. | IN | $14.2M | 16,411 |
Top client states
- IN1 plan
Frequently asked questions
- Who uses Wharton Insurance & Financial Serv?
- 2 employer sponsors list Wharton Insurance & Financial Serv as a broker on Schedule A of Form 5500. The largest clients include Worksmart Systems, Inc.. Most client plans are sponsored in IN.
- How many employer plans does Wharton Insurance & Financial Serv serve?
- Wharton Insurance & Financial Serv appears on 2 Schedule A filings for 2 employer health and welfare plan sponsors.
- How much does Wharton Insurance & Financial Serv earn?
- Insurers reported $1.5M in total compensation paid to Wharton Insurance & Financial Serv: $1.4M in commissions and $68K in fees. Schedule A reports what insurers pay brokers, not fees that employers pay directly.
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