Fundz
Fundz
Benefits Intelligence/Broker Directory/Minnesota

Ameriprise Financial Services Inc

Minneapolis, MN

Ameriprise Financial Services Inc of Minneapolis, MN is the broker of record on 431 Form 5500 Schedule A filings covering 256 employer benefit plans across 43 states, with $6,527,060 in reported broker commissions (plan year 2025).

Employer clients
256
distinct plan sponsors
Schedule A filings
431
States served
43
Reported commissions
$6,527,060
plan year 2025
Reported fees
$550,145

Quick answer

Ameriprise Financial Services Inc (Minneapolis, MN) is the broker of record for 256 employer benefit plan sponsors on 431 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Ameriprise Financial Services Inc have?
Ameriprise Financial Services Inc is named as broker on Form 5500 Schedule A filings for 256 distinct plan sponsors in 43 states.
Who are Ameriprise Financial Services Inc's largest employer clients?
By plan participants, the largest include Futureplan Fiduciary Services, LLC (196,164 participants), Principal Life Insurance Company (161,040 participants) and Nppg Plan Professionals, LLC (15,967 participants).
How much does Ameriprise Financial Services Inc earn in commissions?
Insurers reported $6.5 million in broker commissions and $550,145 in fees paid to Ameriprise Financial Services Inc for plan year 2025, per Schedule A Part 1.
Where is Ameriprise Financial Services Inc located?
Ameriprise Financial Services Inc is based in Minneapolis, MN and has employer clients in 43 states.
How does Ameriprise Financial Services Inc rank among benefits brokers in Minnesota?
Ameriprise Financial Services Inc ranks #6 by employer clients among the 50 most active benefits brokers based in Minnesota.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Ameriprise Financial Services Inc on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Futureplan Fiduciary Services, LLCMA196,1642025-12-31
Principal Life Insurance CompanyIA161,0402024-12-31
Nppg Plan Professionals, LLCNJ15,9672025-12-31
253 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.