Blue Chip Retirement Plans Inc
Milwaukee, WI
Blue Chip Retirement Plans Inc of Milwaukee, WI is the broker of record on 8 Form 5500 Schedule A filings covering 5 employer benefit plans across 3 states, with $15,797 in reported broker commissions (plan year 2025).
Quick answer
Blue Chip Retirement Plans Inc (Milwaukee, WI) is the broker of record for 5 employer benefit plan sponsors on 8 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Blue Chip Retirement Plans Inc have?
- Blue Chip Retirement Plans Inc is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors in 3 states.
- Who are Blue Chip Retirement Plans Inc's largest employer clients?
- By plan participants, the largest include Wel Companies, Inc. (327 participants), Adams Electric Inc. (183 participants) and Soladoc LLC Dba Greenlight Guru (176 participants).
- How much does Blue Chip Retirement Plans Inc earn in commissions?
- Insurers reported $15,797 in broker commissions and $16,790 in fees paid to Blue Chip Retirement Plans Inc for plan year 2025, per Schedule A Part 1.
- Where is Blue Chip Retirement Plans Inc located?
- Blue Chip Retirement Plans Inc is based in Milwaukee, WI and has employer clients in 3 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Blue Chip Retirement Plans Inc 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 |
|---|---|---|---|
| Wel Companies, Inc. | WI | 327 | 2024-12-31 |
| Adams Electric Inc. | WI | 183 | 2025-12-31 |
| Soladoc LLC Dba Greenlight Guru | IN | 176 | 2024-12-31 |
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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.