J A Counter & Associates
New Richmond, WI
J A Counter & Associates of New Richmond, WI is the broker of record on 28 Form 5500 Schedule A filings covering 20 employer benefit plans across 2 states, with $474,919 in reported broker commissions (plan year 2025).
Quick answer
J A Counter & Associates (New Richmond, WI) is the broker of record for 20 employer benefit plan sponsors on 28 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does J A Counter & Associates have?
- J A Counter & Associates is named as broker on Form 5500 Schedule A filings for 20 distinct plan sponsors in 2 states.
- Who are J A Counter & Associates's largest employer clients?
- By plan participants, the largest include Oakleaf Clinics, Inc. (390 participants), Nolato Contour, Inc. (305 participants) and T&W Supermarket Inc (289 participants).
- How much does J A Counter & Associates earn in commissions?
- Insurers reported $474,919 in broker commissions and $196,644 in fees paid to J A Counter & Associates for plan year 2025, per Schedule A Part 1.
- Where is J A Counter & Associates located?
- J A Counter & Associates is based in New Richmond, WI and has employer clients in 2 states.
- How does J A Counter & Associates rank among benefits brokers in Wisconsin?
- J A Counter & Associates ranks #27 by employer clients among the 50 most active benefits brokers based in Wisconsin.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming J A Counter & Associates 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 |
|---|---|---|---|
| Oakleaf Clinics, Inc. | WI | 390 | 2025-12-31 |
| Nolato Contour, Inc. | WI | 305 | 2025-12-31 |
| T&W Supermarket Inc | WI | 289 | 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.