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Benefits Intelligence/Broker Directory/Wisconsin

Jon Landvatter

Milwaukee, WI

Jon Landvatter of Milwaukee, WI is the broker of record on 26 Form 5500 Schedule A filings covering 18 employer benefit plans across 2 states, with $0 in reported broker commissions (plan year 2012).

Employer clients
18
distinct plan sponsors
Schedule A filings
26
States served
2
Reported commissions
$0
plan year 2012
Reported fees
$1,272

Employer clients

Plan sponsors naming Jon Landvatter 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
IndependencefirstWI1,6022012-12-31
Goodwill Industries Of The Heartlan DIA4632013-06-30
Handicapped Development CenterIA2712012-12-31
15 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.