At Retirement Services, LLC
Dubuque, IA
At Retirement Services, LLC of Dubuque, IA is the broker of record on 4 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $10,838 in reported broker commissions (plan year 2025).
Quick answer
At Retirement Services, LLC (Dubuque, IA) is the broker of record for 3 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does At Retirement Services, LLC have?
- At Retirement Services, LLC is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 2 states.
- Who are At Retirement Services, LLC's largest employer clients?
- By plan participants, the largest include Peoples Bank (165 participants), Midland Information Resources Company (136 participants) and Sunset Healthcare Solutions, Inc. (106 participants).
- How much does At Retirement Services, LLC earn in commissions?
- Insurers reported $10,838 in broker commissions and $19,366 in fees paid to At Retirement Services, LLC for plan year 2025, per Schedule A Part 1.
- Where is At Retirement Services, LLC located?
- At Retirement Services, LLC is based in Dubuque, IA and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming At Retirement Services, LLC 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 |
|---|---|---|---|
| Peoples Bank | IA | 165 | 2025-12-31 |
| Midland Information Resources Company | IA | 136 | 2025-12-31 |
| Sunset Healthcare Solutions, Inc. | IL | 106 | 2024-12-31 |
Sell through benefits brokers? Let us show you around.
Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.
Book a 20-minute walkthroughKnow 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.
Other benefits brokers in Iowa
- Holmes Murphy & Associates: 604 employer clients, $54,169,322 reported commissions (Des Moines)
- Group Benefits Ltd: 266 employer clients, $3,091,315 reported commissions (Urbandale)
- Cottingham & Butler: 246 employer clients, $8,657,500 reported commissions (Dubuque)
- Principal Securities Inc: 190 employer clients, $3,209,145 reported commissions (Des Moines)
- Bsc Agency LLC: 174 employer clients, $13,842,313 reported commissions (West Des Moines)
- Cottingham And Butler Insurance: 207 employer clients, $13,416,584 reported commissions (Dubuque)
- Tbs Agency Inc: 126 employer clients, $4,114,740 reported commissions (Fairfield)
- Cottingham & Butler Ins Services: 135 employer clients, $4,283,520 reported commissions (Dubuque)
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.