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Benefits Intelligence/Broker Directory/Wisconsin

Carpenter Rowland Batenburg

Racine, WI

Carpenter Rowland Batenburg of Racine, WI is the broker of record on 4 Form 5500 Schedule A filings covering 2 employer benefit plans, with $14,836 in reported broker commissions (plan year 2025).

Employer clients
2
distinct plan sponsors
Schedule A filings
4
States served
1
Reported commissions
$14,836
plan year 2025
Reported fees
$1,923

Quick answer

Carpenter Rowland Batenburg (Racine, WI) is the broker of record for 2 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Carpenter Rowland Batenburg have?
Carpenter Rowland Batenburg is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
Who are Carpenter Rowland Batenburg's largest employer clients?
By plan participants, the largest include Educators Credit Union (470 participants) and Mercantile Thrift Stores, Inc. (36 participants).
How much does Carpenter Rowland Batenburg earn in commissions?
Insurers reported $14,836 in broker commissions and $1,923 in fees paid to Carpenter Rowland Batenburg for plan year 2025, per Schedule A Part 1.
Where is Carpenter Rowland Batenburg located?
Carpenter Rowland Batenburg is based in Racine, WI.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Carpenter Rowland Batenburg 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
Educators Credit UnionWI4702025-12-31
Mercantile Thrift Stores, Inc.WI362026-07-31

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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.