How many employer clients does Erick Tavarez have?

Erick Tavarez is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors.

Who are Erick Tavarez's largest employer clients?

By plan participants, the largest include Fsi, Inc. (498 participants), Gordon Aluminum Industries, Inc. (167 participants) and Clark Business Solutions (159 participants).

How much does Erick Tavarez earn in commissions?

Insurers reported $3,295 in broker commissions and $2,850 in fees paid to Erick Tavarez for plan year 2025, per Schedule A Part 1.

Where is Erick Tavarez located?

Erick Tavarez is based in Marshall, WI.

Benefits Intelligence/Broker Directory/Wisconsin

Erick Tavarez

Marshall, WI

Erick Tavarez of Marshall, WI is the broker of record on 8 Form 5500 Schedule A filings covering 5 employer benefit plans, with $3,295 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$3,295

plan year 2025

Reported fees

$2,850

Quick answer

Erick Tavarez (Marshall, WI) is the broker of record for 5 employer benefit plan sponsors on 8 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Erick Tavarez have?: Erick Tavarez is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors.
Who are Erick Tavarez's largest employer clients?: By plan participants, the largest include Fsi, Inc. (498 participants), Gordon Aluminum Industries, Inc. (167 participants) and Clark Business Solutions (159 participants).
How much does Erick Tavarez earn in commissions?: Insurers reported $3,295 in broker commissions and $2,850 in fees paid to Erick Tavarez for plan year 2025, per Schedule A Part 1.
Where is Erick Tavarez located?: Erick Tavarez is based in Marshall, WI.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Erick Tavarez 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
Fsi, Inc.	WI	498	2025-12-31
Gordon Aluminum Industries, Inc.	WI	167	2024-12-31
Clark Business Solutions	WI	159	2026-01-31

2 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.