Fundz
Fundz
Benefits Intelligence/Broker Directory/Wisconsin

Cory Marquardt

Wausau, WI

Cory Marquardt of Wausau, WI is the broker of record on 4 Form 5500 Schedule A filings covering 2 employer benefit plans across 2 states, with $3,578 in reported broker commissions (plan year 2025).

Employer clients
2
distinct plan sponsors
Schedule A filings
4
States served
2
Reported commissions
$3,578
plan year 2025

Quick answer

Cory Marquardt (Wausau, 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 Cory Marquardt have?
Cory Marquardt is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors in 2 states.
Who are Cory Marquardt's largest employer clients?
By plan participants, the largest include Bone & Joint Clinic, S.C. (249 participants) and Channeled Resources Group (156 participants).
How much does Cory Marquardt earn in commissions?
Insurers reported $3,578 in broker commissions paid to Cory Marquardt for plan year 2025, per Schedule A Part 1.
Where is Cory Marquardt located?
Cory Marquardt is based in Wausau, WI and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Cory Marquardt 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
Bone & Joint Clinic, S.C.WI2492025-12-31
Channeled Resources GroupIL1562025-12-31

Sell through benefits brokers? Let us show you around.

Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.

Book a 20-minute walkthrough

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.

Get Strategic →Start nowBook a 15-min walkthrough

Other benefits brokers in Wisconsin

All brokers in Wisconsin →

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.