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Benefits Intelligence/Broker Directory/Wisconsin

Financial Life Cycles Inc

Green Bay, WI

Financial Life Cycles Inc of Green Bay, WI is the broker of record on 112 Form 5500 Schedule A filings covering 12 employer benefit plans across 2 states, with $2,038,942 in reported broker commissions (plan year 2021).

Employer clients
12
distinct plan sponsors
Schedule A filings
112
States served
2
Reported commissions
$2,038,942
plan year 2021
Reported fees
$42,433

Employer clients

Plan sponsors naming Financial Life Cycles Inc 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
Door County Memorial HospitalWI6212020-09-30
Hatco CorporationWI4922019-06-30
Paper Transport, Inc.WI4802008-04-30
9 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.