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Benefits Intelligence/Broker Directory/Minnesota

Cetera Investment Svcs LLC

Saint Cloud, MN

Cetera Investment Svcs LLC of Saint Cloud, MN is the broker of record on 76 Form 5500 Schedule A filings covering 37 employer benefit plans across 23 states, with $491,797 in reported broker commissions (plan year 2020).

Employer clients
37
distinct plan sponsors
Schedule A filings
76
States served
23
Reported commissions
$491,797
plan year 2020
Reported fees
$1,890

Employer clients

Plan sponsors naming Cetera Investment Svcs 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
Gilligan Oil Company LLCOH6362015-12-31
Mep Holding Company Inc.IN4132015-12-31
Beco, Inc.ND3752013-12-31
34 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Know 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.

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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.