Jason Sczepaniak
Sun Prairie, WI
Jason Sczepaniak of Sun Prairie, WI is the broker of record on 19 Form 5500 Schedule A filings covering 15 employer benefit plans across 5 states, with $24,978 in reported broker commissions (plan year 2025).
Quick answer
Jason Sczepaniak (Sun Prairie, WI) is the broker of record for 15 employer benefit plan sponsors on 19 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Jason Sczepaniak have?
- Jason Sczepaniak is named as broker on Form 5500 Schedule A filings for 15 distinct plan sponsors in 5 states.
- Who are Jason Sczepaniak's largest employer clients?
- By plan participants, the largest include Ciena Healthcare Management, Inc Health And Welfare Plan (6,059 participants), Administrative Employer Services (1,085 participants) and Rehmann LLC (1,002 participants).
- How much does Jason Sczepaniak earn in commissions?
- Insurers reported $24,978 in broker commissions and $37,257 in fees paid to Jason Sczepaniak for plan year 2025, per Schedule A Part 1.
- Where is Jason Sczepaniak located?
- Jason Sczepaniak is based in Sun Prairie, WI and has employer clients in 5 states.
- How does Jason Sczepaniak rank among benefits brokers in Wisconsin?
- Jason Sczepaniak ranks #37 by employer clients among the 50 most active benefits brokers based in Wisconsin.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Jason Sczepaniak 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 |
|---|---|---|---|
| Ciena Healthcare Management, Inc Health And Welfare Plan | MI | 6,059 | 2025-04-30 |
| Administrative Employer Services | MI | 1,085 | 2024-12-31 |
| Rehmann LLC | MI | 1,002 | 2025-12-31 |
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Other benefits brokers in Wisconsin
- M3 Insurance Solutions Inc: 342 employer clients, $22,402,107 reported commissions (Madison)
- Northwestern Mutual Investment Serv: 161 employer clients, $4,569,299 reported commissions (Milwaukee)
- Umr Inc: 127 employer clients, $815,854 reported commissions (Wausau)
- R&R Insurance Services Inc.: 88 employer clients, $2,192,833 reported commissions (Waukesha)
- The Retirement Advantage Inc: 88 employer clients, $30,791 reported commissions (Appleton)
- Hausmann Group Inc: 65 employer clients, $2,992,894 reported commissions (Madison)
- Baird Insurance Services Inc: 50 employer clients, $5,114,532 reported commissions (Milwaukee)
- Northwestern Mutual Investment: 49 employer clients, $2,207,992 reported commissions (Milwaukee)
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.