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Benefits Intelligence/Broker Directory/Wisconsin

Di Meglio Fncl Grp LLC

Milwaukee, WI

Di Meglio Fncl Grp LLC of Milwaukee, WI is the broker of record on 11 Form 5500 Schedule A filings covering 6 employer benefit plans, with $18,543 in reported broker commissions (plan year 2025).

Employer clients
6
distinct plan sponsors
Schedule A filings
11
States served
1
Reported commissions
$18,543
plan year 2025
Reported fees
$2,226

Quick answer

Di Meglio Fncl Grp LLC (Milwaukee, WI) is the broker of record for 6 employer benefit plan sponsors on 11 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Di Meglio Fncl Grp LLC have?
Di Meglio Fncl Grp LLC is named as broker on Form 5500 Schedule A filings for 6 distinct plan sponsors.
Who are Di Meglio Fncl Grp LLC's largest employer clients?
By plan participants, the largest include Colony Brands, Inc. (1,077 participants), Bone & Joint Clinic, S.C. (249 participants) and Sellars Absorbent Materials, Inc. (227 participants).
How much does Di Meglio Fncl Grp LLC earn in commissions?
Insurers reported $18,543 in broker commissions and $2,226 in fees paid to Di Meglio Fncl Grp LLC for plan year 2025, per Schedule A Part 1.
Where is Di Meglio Fncl Grp LLC located?
Di Meglio Fncl Grp LLC is based in Milwaukee, WI.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Di Meglio Fncl Grp 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
Colony Brands, Inc.WI1,0772024-12-31
Bone & Joint Clinic, S.C.WI2492025-12-31
Sellars Absorbent Materials, Inc.WI2272025-12-31
3 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.