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Benefits Intelligence/Broker Directory/Wisconsin

Ja Counter & Associates, Inc.

New Richmond, WI

Ja Counter & Associates, Inc. of New Richmond, WI is the broker of record on 35 Form 5500 Schedule A filings covering 20 employer benefit plans across 2 states, with $608,150 in reported broker commissions (plan year 2025).

Employer clients
20
distinct plan sponsors
Schedule A filings
35
States served
2
Reported commissions
$608,150
plan year 2025
Reported fees
$236,296

Quick answer

Ja Counter & Associates, Inc. (New Richmond, WI) is the broker of record for 20 employer benefit plan sponsors on 35 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Ja Counter & Associates, Inc. have?
Ja Counter & Associates, Inc. is named as broker on Form 5500 Schedule A filings for 20 distinct plan sponsors in 2 states.
Who are Ja Counter & Associates, Inc.'s largest employer clients?
By plan participants, the largest include Pomps Tire Service Inc (4,619 participants), Westfields Hospital (402 participants) and Oakleaf Clinics, Inc. (341 participants).
How much does Ja Counter & Associates, Inc. earn in commissions?
Insurers reported $608,150 in broker commissions and $236,296 in fees paid to Ja Counter & Associates, Inc. for plan year 2025, per Schedule A Part 1.
Where is Ja Counter & Associates, Inc. located?
Ja Counter & Associates, Inc. is based in New Richmond, WI and has employer clients in 2 states.
How does Ja Counter & Associates, Inc. rank among benefits brokers in Wisconsin?
Ja Counter & Associates, Inc. ranks #26 by employer clients among the 50 most active benefits brokers based in Wisconsin.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Ja Counter & Associates, 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
Pomps Tire Service IncWI4,6192025-12-31
Westfields HospitalMN4022025-12-31
Oakleaf Clinics, Inc.WI3412024-12-31
17 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.