How many employer clients does Casey Ogorman have?

Casey Ogorman is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 2 states.

Who are Casey Ogorman's largest employer clients?

By plan participants, the largest include Hallmark Building Supplies, Inc. (128 participants), Doral Corporation (90 participants) and Acrisure, LLC.

How much does Casey Ogorman earn in commissions?

Insurers reported $26,280 in broker commissions paid to Casey Ogorman for plan year 2025, per Schedule A Part 1.

Where is Casey Ogorman located?

Casey Ogorman is based in Waukesha, WI and has employer clients in 2 states.

Benefits Intelligence/Broker Directory/Wisconsin

Casey Ogorman

Waukesha, WI

Casey Ogorman of Waukesha, WI is the broker of record on 5 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $26,280 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$26,280

plan year 2025

Quick answer

Casey Ogorman (Waukesha, WI) is the broker of record for 3 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Casey Ogorman have?: Casey Ogorman is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 2 states.
Who are Casey Ogorman's largest employer clients?: By plan participants, the largest include Hallmark Building Supplies, Inc. (128 participants), Doral Corporation (90 participants) and Acrisure, LLC.
How much does Casey Ogorman earn in commissions?: Insurers reported $26,280 in broker commissions paid to Casey Ogorman for plan year 2025, per Schedule A Part 1.
Where is Casey Ogorman located?: Casey Ogorman is based in Waukesha, WI and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Casey Ogorman 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
Hallmark Building Supplies, Inc.	WI	128	2025-12-31
Doral Corporation	WI	90	2025-12-31
Acrisure, LLC	MI	0	2024-08-31

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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.