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Benefits Intelligence/Broker Directory/Wisconsin

Associated Benefits & Risk Consulti

Kimberly, WI

Associated Benefits & Risk Consulti of Kimberly, WI is the broker of record on 30 Form 5500 Schedule A filings covering 16 employer benefit plans across 2 states, with $564,720 in reported broker commissions (plan year 2021).

Employer clients
16
distinct plan sponsors
Schedule A filings
30
States served
2
Reported commissions
$564,720
plan year 2021
Reported fees
$27,269

Employer clients

Plan sponsors naming Associated Benefits & Risk Consulti 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
Board Of Trustees Of Ibew 292 Health Care PlanMN3,0792021-04-30
Inclusa IncWI1,0092019-12-31
J & R Schugel Holdings, Inc.MN6572019-09-30
13 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

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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.