How many employer clients does Associated Financial Group have?

Associated Financial Group is named as broker on Form 5500 Schedule A filings for 12 distinct plan sponsors in 2 states.

Who are Associated Financial Group's largest employer clients?

By plan participants, the largest include U.S. Venture, Inc. (4,698 participants), Associated Banc-Corp (3,955 participants) and Goodwill Industries, Inc. (675 participants).

How much does Associated Financial Group earn in commissions?

Insurers reported $396,814 in broker commissions and $71,104 in fees paid to Associated Financial Group for plan year 2025, per Schedule A Part 1.

Where is Associated Financial Group located?

Associated Financial Group is based in Kimberly, WI and has employer clients in 2 states.

Benefits Intelligence/Broker Directory/Wisconsin

Associated Financial Group

Kimberly, WI

Associated Financial Group of Kimberly, WI is the broker of record on 15 Form 5500 Schedule A filings covering 12 employer benefit plans across 2 states, with $396,814 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$396,814

plan year 2025

Reported fees

$71,104

Quick answer

Associated Financial Group (Kimberly, WI) is the broker of record for 12 employer benefit plan sponsors on 15 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Associated Financial Group have?: Associated Financial Group is named as broker on Form 5500 Schedule A filings for 12 distinct plan sponsors in 2 states.
Who are Associated Financial Group's largest employer clients?: By plan participants, the largest include U.S. Venture, Inc. (4,698 participants), Associated Banc-Corp (3,955 participants) and Goodwill Industries, Inc. (675 participants).
How much does Associated Financial Group earn in commissions?: Insurers reported $396,814 in broker commissions and $71,104 in fees paid to Associated Financial Group for plan year 2025, per Schedule A Part 1.
Where is Associated Financial Group located?: Associated Financial Group is based in Kimberly, WI and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

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

Employer	State	Participants	Plan year end
U.S. Venture, Inc.	WI	4,698	2024-12-31
Associated Banc-Corp	WI	3,955	2025-12-31
Goodwill Industries, Inc.	MN	675	2021-12-31

9 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.