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Benefits Intelligence/Broker Directory/Wisconsin

Harbour Investments Incorp

Madison, WI

Harbour Investments Incorp of Madison, WI is the broker of record on 16 Form 5500 Schedule A filings covering 5 employer benefit plans across 3 states, with $15,281 in reported broker commissions (plan year 2020).

Employer clients
5
distinct plan sponsors
Schedule A filings
16
States served
3
Reported commissions
$15,281
plan year 2020

Employer clients

Plan sponsors naming Harbour Investments Incorp 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
Kelley Williamson CompanyIL3162018-12-31
Goldie B. Floberg Center For ChildrenIL1072020-06-30
Lou Bachrodt Chevrolet CompanyIL792020-12-31
2 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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.