Plan5500

Avantax Insurance Agency LLC — 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, Avantax Insurance Agency LLC is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $0 and reported indirect compensation totals $121,713.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$121.7KDirect + indirect, across loaded filings$121,713
Plans served3
Plan sponsors3
Filings3
Direct vs. indirect compensation
Direct compensation$0
Indirect compensation$121.7K

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 compensation49%Kbkg, Inc.
Top state share of plans33%CA
Plan sponsors served3
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Avantax Insurance Agency LLC. Bars show relative scale.

  1. 1
    Kbkg, Inc.$59.1K
    CA · 1 plan(s)
  2. 2
    United Audit Systems Inc.$40.8K
    OH · 1 plan(s)
  3. 3
    Gerry Lane Enterprises, Inc. Dba. Gerry Lane Chevrolet$21.8K
    LA · 1 plan(s)
Geographic reach

State footprint

Where Avantax Insurance Agency LLC 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
    CA1 plan(s)
  2. 2
    LA1 plan(s)
  3. 3
    OH1 plan(s)
Geographic reach

City footprint

Cities where plans reporting Avantax Insurance Agency LLC are sponsored, by plan count.

  1. 1
    Pasadena, CA1 plan(s)
  2. 2
    Baton Rouge, LA1 plan(s)
  3. 3
    Cincinnati, 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
    Kbkg, Inc. 401(K) Profit Sharing Plan$59.1K
    Kbkg, Inc., CA · Direct $0 · Indirect $59.1K · 2023
  2. 2
    United Audit Systems,Inc. Savings & Investment Plan$40.8K
    United Audit Systems Inc., OH · Direct $0 · Indirect $40.8K · 2023
  3. 3
    Gerry Lane Enterprises 401(K) Plan$21.8K
    Gerry Lane Enterprises, Inc. Dba. Gerry Lane Chevrolet, LA · Direct $0 · Indirect $21.8K · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Avantax Insurance Agency LLC?
Public Form 5500 Schedule C filings report compensation paid to Avantax Insurance Agency LLC as a plan service provider. Across loaded filings, total reported compensation is $121,713.
How many plans report Avantax Insurance Agency LLC as a service provider?
Avantax Insurance Agency LLC appears on 3 loaded plan(s) across 3 sponsor(s).

Related Form 5500 pages