Phelan Insurance Agency Inc — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Phelan Insurance Agency Inc is reported as a service provider on 3 loaded Form 5500 filing(s) across 2 plan sponsor(s) and 2 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $77,472 and reported indirect compensation totals $3,390.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$80.9KDirect + indirect, across loaded filings$80,862
Plans served2
Plan sponsors2
Filings3
Direct vs. indirect compensation
Direct compensation$77.5K
Indirect compensation$3.4K

Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Computed from loaded filings

Concentration

Top sponsor share of compensation57%Kenn-Feld Group LLC
Top state share of plans100%OH
Plan sponsors served2
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Phelan Insurance Agency Inc. Bars show relative scale.

  1. 1
    OH · 1 plan(s)
  2. 2
    OH · 1 plan(s)
Geographic reach

State footprint

Where Phelan Insurance Agency Inc appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.

  1. 1
    OH2 plan(s)
Geographic reach

City footprint

Cities where plans reporting Phelan Insurance Agency Inc are sponsored, by plan count.

  1. 1
  2. 2
    Van Wert, OH1 plan(s)
By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

  1. 1
    Kenn-Feld Group LLC, OH · Direct $42.4K · 2023
  2. 2
    Wayne Hospital Company, OH · Direct $35.1K · 2023
  3. 3
    Kenn-Feld Group LLC, OH · Direct $0 · Indirect $3.4K · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Phelan Insurance Agency Inc?
Public Form 5500 Schedule C filings report compensation paid to Phelan Insurance Agency Inc as a plan service provider. Across loaded filings, total reported compensation is $80,862.
How many plans report Phelan Insurance Agency Inc as a service provider?
Phelan Insurance Agency Inc appears on 2 loaded plan(s) across 2 sponsor(s).

Related Form 5500 pages