Fundz
Fundz
Benefits Intelligence/Broker Directory/Wisconsin

Avergent LLC

Green Bay, WI

Avergent LLC of Green Bay, WI is the broker of record on 28 Form 5500 Schedule A filings covering 18 employer benefit plans, with $566,684 in reported broker commissions (plan year 2025).

Employer clients
18
distinct plan sponsors
Schedule A filings
28
States served
1
Reported commissions
$566,684
plan year 2025
Reported fees
$6,451

Quick answer

Avergent LLC (Green Bay, WI) is the broker of record for 18 employer benefit plan sponsors on 28 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Avergent LLC have?
Avergent LLC is named as broker on Form 5500 Schedule A filings for 18 distinct plan sponsors.
Who are Avergent LLC's largest employer clients?
By plan participants, the largest include Custom Fabricating & Repair, Inc. (641 participants), Emmi Roth Usa, Inc. (517 participants) and Airoldi Brothers (319 participants).
How much does Avergent LLC earn in commissions?
Insurers reported $566,684 in broker commissions and $6,451 in fees paid to Avergent LLC for plan year 2025, per Schedule A Part 1.
Where is Avergent LLC located?
Avergent LLC is based in Green Bay, WI.
How does Avergent LLC rank among benefits brokers in Wisconsin?
Avergent LLC ranks #30 by employer clients among the 50 most active benefits brokers based in Wisconsin.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Avergent LLC 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
Custom Fabricating & Repair, Inc.WI6412025-12-31
Emmi Roth Usa, Inc.WI5172025-12-31
Airoldi BrothersWI3192025-12-31
15 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.