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Benefits Intelligence/Broker Directory/Wisconsin

Garson Financial Services S C

Milwaukee, WI

Garson Financial Services S C of Milwaukee, WI is the broker of record on 7 Form 5500 Schedule A filings covering 5 employer benefit plans across 3 states, with $1,208 in reported broker commissions (plan year 2025).

Employer clients
5
distinct plan sponsors
Schedule A filings
7
States served
3
Reported commissions
$1,208
plan year 2025
Reported fees
$79

Quick answer

Garson Financial Services S C (Milwaukee, WI) is the broker of record for 5 employer benefit plan sponsors on 7 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Garson Financial Services S C have?
Garson Financial Services S C is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors in 3 states.
Who are Garson Financial Services S C's largest employer clients?
By plan participants, the largest include Ciel Senior Living (826 participants), Big G Express, Inc. (403 participants) and Burnett Dairy Cooperative (264 participants).
How much does Garson Financial Services S C earn in commissions?
Insurers reported $1,208 in broker commissions and $79 in fees paid to Garson Financial Services S C for plan year 2025, per Schedule A Part 1.
Where is Garson Financial Services S C located?
Garson Financial Services S C is based in Milwaukee, WI and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Garson Financial Services S C 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
Ciel Senior LivingFL8262025-07-31
Big G Express, Inc.TN4032025-08-31
Burnett Dairy CooperativeWI2642025-12-31
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.