Insurance & Investment Professional
Waunakee, WI
Insurance & Investment Professional of Waunakee, WI is the broker of record on 6 Form 5500 Schedule A filings covering 2 employer benefit plans, with $132,300 in reported broker commissions (plan year 2025).
Quick answer
Insurance & Investment Professional (Waunakee, WI) is the broker of record for 2 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Insurance & Investment Professional have?
- Insurance & Investment Professional is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
- Who are Insurance & Investment Professional's largest employer clients?
- By plan participants, the largest include Options In Community Living, Inc. (176 participants) and Masters Building Solutions, Inc (112 participants).
- How much does Insurance & Investment Professional earn in commissions?
- Insurers reported $132,300 in broker commissions and $42,080 in fees paid to Insurance & Investment Professional for plan year 2025, per Schedule A Part 1.
- Where is Insurance & Investment Professional located?
- Insurance & Investment Professional is based in Waunakee, WI.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Insurance & Investment Professional 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 |
|---|---|---|---|
| Options In Community Living, Inc. | WI | 176 | 2025-12-31 |
| Masters Building Solutions, Inc | WI | 112 | 2025-12-31 |
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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.